Financial Planning Assistant - Hybrid Work & Growth in Kendal
Financial Planning Assistant - Hybrid Work & Growth

Financial Planning Assistant - Hybrid Work & Growth in Kendal

Kendal Full-Time 28800 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Financial Planning Consultants and be the go-to contact for clients.
  • Company: Trusted accountancy and advisory firm in Kendal with a supportive culture.
  • Benefits: Competitive salary, pension scheme, health plan, and generous annual leave.
  • Why this job: Join a dynamic team and grow your career in financial planning.
  • Qualifications: Strong organisational and communication skills; experience in fast-paced environments preferred.
  • Other info: Hybrid work model with ongoing professional support for your growth.

The predicted salary is between 28800 - 43200 Β£ per year.

A trusted accountancy and advisory firm in Kendal is looking for Financial Planning Assistants. The role involves providing administrative support to Financial Planning Consultants and serving as the main contact for clients.

Ideal candidates will have strong organisational and communication skills, and experience in a fast-paced environment is preferred.

Competitive salary and a comprehensive benefits package are offered, including a pension scheme, annual leave, health plan, and ongoing professional support.

Financial Planning Assistant - Hybrid Work & Growth in Kendal employer: Armstrong Watson

Join a reputable accountancy and advisory firm in Kendal, where we prioritise employee growth and well-being. Our hybrid work model fosters a supportive and collaborative culture, offering competitive salaries alongside a comprehensive benefits package that includes a pension scheme, health plan, and ample annual leave. We are committed to your professional development, ensuring you thrive in a dynamic environment while making a meaningful impact for our clients.
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Contact Detail:

Armstrong Watson Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Financial Planning Assistant - Hybrid Work & Growth in Kendal

✨Tip Number 1

Network like a pro! Reach out to people in the finance industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.

✨Tip Number 2

Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.

✨Tip Number 3

Showcase your organisational skills during the interview. Bring examples of how you've managed tasks or projects in the past, as this will demonstrate your ability to support Financial Planning Consultants effectively.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Financial Planning Assistant - Hybrid Work & Growth in Kendal

Organisational Skills
Communication Skills
Client Management
Administrative Support
Fast-Paced Environment Experience
Attention to Detail
Time Management
Problem-Solving Skills

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your organisational and communication skills. We want to see how your experience aligns with the role of a Financial Planning Assistant, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to our team. Keep it concise but engaging – we love a bit of personality!

Showcase Your Experience: If you've worked in a fast-paced environment before, make sure to mention it! We value candidates who can thrive under pressure, so share specific examples of how you've managed tasks efficiently.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Armstrong Watson

✨Know Your Numbers

Brush up on your financial knowledge and be ready to discuss key concepts related to financial planning. Familiarise yourself with common financial terms and recent trends in the industry, as this will show your enthusiasm and preparedness for the role.

✨Showcase Your Organisational Skills

Since the role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to explain how you prioritised your workload and maintained efficiency in a fast-paced environment.

✨Practice Your Communication

As you'll be the main contact for clients, effective communication is crucial. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as confident and approachable.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of your interview. This not only shows your interest in the firm but also helps you gauge if it's the right fit for you. Inquire about the team dynamics, growth opportunities, and how they support ongoing professional development.

Financial Planning Assistant - Hybrid Work & Growth in Kendal
Armstrong Watson
Location: Kendal

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