At a Glance
- Tasks: Help clients achieve financial goals with tailored advice and solutions.
- Company: Join a leading independent accountancy and business advisory firm in Kendal.
- Benefits: Competitive salary, generous leave, health benefits, and career development support.
- Other info: Enjoy a vibrant workplace culture with opportunities for growth and community involvement.
- Why this job: Be part of a supportive team making a real difference in clients' lives.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years advisory experience required.
The predicted salary is between 36000 - 60000 £ per year.
About Us
Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues. With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.
The Role
Are you seeking a new challenge in your Financial Planning career? Our Kendal office is seeking a dedicated and committed Financial Planning Consultant to become an integral part of our Financial Planning Team. With a ready-made client bank and exciting future business development opportunities, this role offers the perfect blend of stability and growth potential. If you are passionate about helping clients achieve their financial goals, and eager to expand your career, we want to hear from you!
- Working with clients to understand their objectives and provide comprehensive robust solutions to help meet these objectives
- Ensuring high-quality ongoing advice is provided to all clients
- Undertaking focused internal and external business development activity to identify new prospects for the Financial Planning Team and then converting them to clients
- Building and maintaining technical knowledge relevant to the role
- Ensuring individual revenue targets are achieved
- Maintaining a strong network and attending events to develop this further
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
- A Full UK Driving Licence
- A Level 4 Diploma in Financial Planning (minimum requirement)
- A Level 6 Advanced Diploma in Financial Planning (desirable)
- Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
- Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
- Minimum industry experience of 2 years in an advisory role
- Good knowledge and understanding of FCA Money Laundering
We will provide a competitive salary and a positive benefits package which includes:
- Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
- Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
- Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
- Smart Working Policy, giving you the ability to balance home and remote working
- Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
- Employee Assistance Programme (24/7 confidential support for wellbeing and health)
- Paid flu jabs and eye tests
- Introductory Commission Scheme (financial reward if you refer a new client)
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each 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
In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further. When you’re with us... we’re with you.
Financial Planning Consultant | Kendal, UK employer: Armstrong Watson
Armstrong Watson is an exceptional employer, offering a supportive and dynamic work environment in Kendal, where our core values of Honesty, Humanity, Trust, and Passion guide our interactions. With a strong focus on employee growth, we provide comprehensive training opportunities, a competitive benefits package, and a culture that prioritises wellbeing and community engagement, making it an ideal place for Financial Planning Consultants to thrive and make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Consultant | Kendal, UK
✨Tip Number 1
Network like a pro! Attend industry events and connect with fellow professionals. It's all about building relationships that can lead to opportunities, so don’t be shy – introduce yourself and share your passion for financial planning!
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on social media or writing articles related to financial planning. This not only demonstrates your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Be proactive in your job search! Instead of waiting for job postings, reach out directly to companies you admire, like Armstrong Watson. Express your interest and how you can contribute to their mission – it shows initiative and enthusiasm!
✨Tip Number 4
Utilise our website for applications! We make it easy for you to apply directly and keep track of your application status. Plus, it’s a great way to show you’re genuinely interested in joining our team at Armstrong Watson.
We think you need these skills to ace Financial Planning Consultant | Kendal, UK
Some tips for your application 🫡
Show Your Passion:When writing your application, let your passion for financial planning shine through! We want to see how eager you are to help clients achieve their financial goals and how this role aligns with your career aspirations.
Tailor Your CV:Make sure your CV is tailored to the role. Highlight your relevant experience, especially in advisory roles, and any qualifications like your Level 4 Diploma in Financial Planning. We love seeing how your background fits with our values!
Be Clear and Concise:Keep your application clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that makes it easy for us to see why you’re a great fit for the team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at Armstrong Watson.
How to prepare for a job interview at Armstrong Watson
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the Conduct of Business (COBS) and Code of Conduct (COCON). Being able to discuss these topics confidently will show that you're serious about the role and understand the industry standards.
✨Show Your Passion
Armstrong Watson values passion, so be ready to share why you're excited about helping clients achieve their financial goals. Think of specific examples from your past experiences where you've made a positive impact on clients' lives.
✨Network Like a Pro
Since building and maintaining a strong network is key for this role, come prepared with ideas on how you plan to develop new business opportunities. Mention any relevant events or strategies you've used in the past to connect with potential clients.
✨Embrace Their Values
Familiarise yourself with Armstrong Watson's core values: Honesty, Humanity, Trust, and Passion. Be ready to discuss how you embody these values in your work and how they align with your personal approach to financial planning.
