At a Glance
- Tasks: Support Financial Planning Consultants and manage client communications.
- 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 dynamic workplace with opportunities for professional growth and social events.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Strong admin skills, excellent communication, and a passion for client service.
The predicted salary is between 30000 - 42000 £ 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
As a result of continuous growth, we are now recruiting for two Financial Planning Assistants to join our Kendal office and wider Financial Planning Service Line. The main purpose of this position is to provide first line administrative support to our Financial Planning Consultants, as well as be the main point of contact for a bank of clients.
- Providing relevant documentation to the Financial Planning Consultant ahead of client meetings
- Responding to client queries
- Liaising with Life offices and providers
- Maintaining client records on Xplan
- Ensuring accurate completion of compliance requirements
- Ensuring the administrative requirements are completed for the Client Review Process
Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
- Experience of working in an administrative capacity for an organisation in Financial Services (desirable not essential requirement)
- Extensive administrative and customer service experience
- Organised and comfortable with managing diaries / scheduling appointments
- Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
- Comfortable working in a fast paced environment
- A dedicated team player, and 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
- Ambition to study towards professional qualifications (which we will support) to gain knowledge and understanding relevant to the position
- A Full UK Driving Licence (desirable not essential requirement)
The Benefits
In return for your hard work helping us shape our future growth and development; 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 Assistant | Kendal, UK employer: Armstrong Watson
Armstrong Watson is an exceptional employer, offering a supportive and collaborative work culture in Kendal, where our core values of Honesty, Humanity, Trust, and Passion guide our interactions. With a strong commitment to employee growth, we provide extensive training opportunities, a competitive benefits package, and a focus on work-life balance, ensuring that every colleague feels valued and empowered to thrive in their career. Join us to be part of a dedicated team that not only prioritises client success but also invests in the well-being and development of its employees.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant | Kendal, UK
✨Tip Number 1
Get to know the company culture! Before your interview, check out Armstrong Watson's values and mission. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills align with the role of Financial Planning Assistant and be ready to share examples from your past experiences.
✨Tip Number 3
Don’t forget to ask questions! At the end of your interview, have a couple of thoughtful questions prepared. This shows your enthusiasm for the role and helps you figure out if Armstrong Watson is the right fit for you.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about joining the team at Armstrong Watson.
We think you need these skills to ace Financial Planning Assistant | Kendal, UK
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Financial Planning Assistant role. Highlight any administrative or customer service experience you have, as well as your communication skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for delivering exemplary service and your ambition to grow within the financial services sector. Let us know why you’re excited about joining Armstrong Watson and how you embody our core values.
Showcase Your Organisational Skills:Since this role involves managing diaries and scheduling appointments, it’s important to demonstrate your organisational skills. Include examples of how you've successfully managed multiple tasks or projects in the past. We love a good multitasker!
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 shows us you’re keen on being part of our team at Armstrong Watson!
How to prepare for a job interview at Armstrong Watson
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the services offered by Armstrong Watson. Brush up on relevant terminology and be ready to discuss how your skills can support their mission of helping clients achieve prosperity.
✨Showcase Your Organisational Skills
As a Financial Planning Assistant, organisation is key. Prepare examples from your past experiences where you successfully managed multiple tasks or maintained accurate records. This will demonstrate your ability to handle the administrative demands of the role.
✨Communicate Clearly
Excellent communication is crucial in this role. Practice articulating your thoughts clearly and concisely. During the interview, listen carefully to questions and respond thoughtfully, showcasing your customer service skills and passion for delivering exemplary service.
✨Embrace the Values
Armstrong Watson values honesty, humanity, trust, and passion. Think about how these values resonate with you and prepare to share personal anecdotes that reflect these qualities. This will help you connect with the interviewers and show that you align with their culture.
