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- Tasks: Support Financial Advisors and ensure smooth client interactions and compliance.
- Company: Leading independent accountancy firm with a focus on client prosperity.
- Benefits: Competitive salary, generous leave, health benefits, and flexible working options.
- Other info: Great opportunities for training, development, and social events.
- Why this job: Join a dynamic team and help clients secure their financial futures.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
We are a leading independent accountancy and business advisory firm based in the North of England and Scotland, supporting clients to achieve prosperity and a secure future.
Responsibilities
- Providing relevant documentation to Financial Planning Consultants ahead of client meetings
- Ensuring accurate completion of compliance requirements
- Ensuring that administrative requirements are complete for the client review processes
- Responding to client queries
- Conducting 1‑1 meetings, quarterly review meetings and annual goal‑setting meetings with direct reports
- Providing general training and development to assigned team
Qualifications
- Experience working in an administrative capacity for an organisation in Financial Services
- Experience supporting and working closely with a Financial Advisor
- Either already achieved or willing to work toward completing a Certificate in Financial Planning qualification
- Extensive administrative and customer service experience
- Organised and comfortable managing diaries / scheduling appointments
- Excellent written and verbal communication skills and a passion for delivering exemplary service to clients
- Comfortable working in a fast‑paced environment
- Dedicated team player, willing to assist colleagues in the team where possible
- Able to prioritise workloads under strict deadlines and use initiative to solve problems
- General IT skills
- Full UK Driving Licence (desirable, not essential)
Benefits
- Salary sacrifice employer‑contribution pension scheme including life cover and income protection
- Competitive annual leave up to 26 days, plus bank holidays
- Annual leave purchase scheme allowing you to buy up to 5 additional days each year
- Smart working policy, enabling you to balance home and remote working
- Health Shield cash plan (cash back on health benefits and discounts on holidays, fashion and entertainment)
- Employee assistance programme (24/7 confidential support for wellbeing and health)
- Paid flu jab and eye test
- Introductory commission scheme (financial reward for client referrals)
- Employee referral scheme (financial reward for referring AW colleagues, up to £2,500 per referral)
- Ongoing access to online training courses and materials
- Paid professional membership fees
- Charity of the month
- Colleague of the month
- Subsidised social events throughout the year
Financial Planning Assistant Supervisor | Penrith, UK employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant Supervisor | Penrith, UK
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want to see that you’re genuinely interested in what we do, so come armed with questions that show you’ve done your homework!
✨Tip Number 3
Practice your communication skills! As a Financial Planning Assistant Supervisor, you'll need to convey information clearly. Try mock interviews with friends or family to get comfortable talking about your experience and how it relates to the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team!
We think you need these skills to ace Financial Planning Assistant Supervisor | Penrith, UK
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Assistant Supervisor role. Highlight your experience in financial services and any relevant qualifications, like the Certificate in Financial Planning, to show us you’re the right fit.
Show Off Your Communication Skills: Since excellent written and verbal communication is key for this role, use your application to demonstrate these skills. Keep your language clear and professional, and don’t forget to proofread for any typos or errors!
Highlight Your Organisational Skills: We love a candidate who can juggle multiple tasks! In your application, mention your experience with managing diaries, scheduling appointments, and how you prioritise workloads under tight deadlines. This will show us you can thrive in our fast-paced environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Armstrong Watson
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of compliance requirements and client meeting protocols, as these are key aspects of the role. Being able to discuss relevant documentation confidently will impress the interviewers.
✨Showcase Your Organisational Skills
Since the job involves managing diaries and scheduling appointments, be ready to share examples of how you've successfully organised tasks in previous roles. Highlight any tools or methods you use to stay organised, as this will demonstrate your ability to handle a fast-paced environment.
✨Communicate Clearly
Excellent written and verbal communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to show your engagement and interest in the role.
✨Be a Team Player
This role requires collaboration with Financial Advisors and team members. Share experiences where you've worked effectively in a team, especially in training or supporting colleagues. Emphasising your willingness to assist others will resonate well with the interviewers.