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For Companies 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.
- 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.
- Other info: Enjoy a dynamic work culture with opportunities for growth and community impact.
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
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:
- 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 Section of the System & Controls Sourcebook (SYSC)
- Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
- Excellent communication skills, in both verbal and written forms
- Able to prioritise workloads under strict deadlines and work well under pressure
- General IT skills
- Good attention to detail to ensure that reports are compiled to the highest possible quality
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 Consultant | Kendal, UK employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
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 professionals in the financial planning sector. This not only helps you learn about potential job openings but also shows your passion for the field.
✨Tip Number 2
Be proactive! Don’t just wait for job postings to appear. Reach out directly to firms like Armstrong Watson through our website, expressing your interest and showcasing how you can add value to their team.
✨Tip Number 3
Prepare for interviews by researching the company culture and values. At Armstrong Watson, they value honesty, humanity, trust, and passion, so be ready to demonstrate how you embody these traits.
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
We think you need these skills to ace Financial Planning Consultant | Kendal, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Consultant role. Highlight your relevant experience, especially in advisory roles, and showcase how your skills align with our core values of Honesty, Humanity, Trust, and Passion.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients achieve their financial goals and how you can contribute to our team. Keep it engaging and personal – we want to get to know you!
Showcase Your Knowledge: Demonstrate your understanding of the industry standards and regulations, like COBS and COCON. Mention any relevant qualifications, such as your Level 4 or Level 6 Diplomas in Financial Planning, to show us you’re serious about your career.
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 don’t miss out on any important updates from our team. Plus, it shows you’re keen to join us!
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 key regulations like COBS and COCON. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Show Your Passion
Armstrong Watson values passion, so be ready to share why you love helping clients achieve their financial goals. Think of specific examples where you've made a difference in someone's financial journey.
✨Network Like a Pro
Since building a strong network is part of the job, come prepared with ideas on how you would develop new client relationships. Mention any relevant events or strategies you've used in the past to connect with potential clients.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and how they embody their core values of Honesty, Humanity, Trust, and Passion. This shows that you're not just interested in the role, but also in being a part of their community.