Financial Planning Consultant — Remote Growth & Impact in Kendal

Financial Planning Consultant — Remote Growth & Impact in Kendal

Kendal Full-Time 30000 - 40000 £ / year (est.) Working from home possible
Armstrong Watson

At a Glance

  • Tasks: Help clients achieve their financial goals with tailored solutions and expert advice.
  • Company: Join a vibrant, values-driven firm focused on growth and impact.
  • Benefits: Remote work, personal revenue targets, and opportunities for career advancement.
  • Other info: Dynamic team environment with a focus on personal and professional development.
  • Why this job: Make a real difference in clients' lives while growing your financial expertise.
  • Qualifications: Level 4 Diploma in Financial Planning and 2 years of advisory experience required.

The predicted salary is between 30000 - 40000 £ per year.

Armstrong Watson is seeking a Financial Planning Consultant in Kendal to join our Financial Planning Team. The candidate will work with clients to understand objectives and provide tailored financial solutions while achieving personal revenue targets.

The ideal applicant will have a Level 4 Diploma in Financial Planning, at least 2 years of advisory experience, and strong communication skills. The role offers opportunities for growth within a vibrant and values-driven firm.

Financial Planning Consultant — Remote Growth & Impact in Kendal employer: Armstrong Watson

Armstrong Watson is an excellent employer, offering a vibrant and values-driven work culture that prioritises employee growth and development. As a Financial Planning Consultant in Kendal, you will benefit from tailored training opportunities and a supportive team environment, all while making a meaningful impact on clients' financial futures.

Armstrong Watson

Contact Details:

Armstrong Watson Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Planning Consultant — Remote Growth & Impact in Kendal

Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

Tip Number 2

Prepare for those interviews! Research Armstrong Watson, understand their values, and think about how your experience aligns with their mission. We want to see you shine and show them why you're the perfect fit!

Tip Number 3

Practice your pitch! Be ready to explain your advisory experience and how you've helped clients achieve their financial goals. We all know that strong communication skills are key, so make sure you can articulate your value clearly.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining a vibrant and values-driven firm like Armstrong Watson.

We think you need these skills to ace Financial Planning Consultant — Remote Growth & Impact in Kendal

Financial Planning
Client Relationship Management
Advisory Experience
Level 4 Diploma in Financial Planning
Communication Skills
Tailored Financial Solutions
Revenue Target Achievement

Some tips for your application 🫡

Showcase Your Experience:Make sure to highlight your advisory experience in your application. We want to see how your past roles have prepared you for this position, so don’t hold back on those achievements!

Tailor Your Application:Just like we tailor financial solutions for our clients, tailor your application to fit the role. Use keywords from the job description and demonstrate how your skills align with what we're looking for.

Communicate Clearly:Strong communication skills are key for this role. Ensure your written application is clear, concise, and free of jargon. We want to see your ability to convey complex ideas simply!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role without any hiccups!

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 metrics and concepts relevant to financial planning. This will show that you’re not just familiar with the theory but can apply it practically.

Tailor Your Approach

Research Armstrong Watson’s values and recent projects. Be prepared to explain how your experience aligns with their mission and how you can contribute to their growth and impact in the financial sector.

Showcase Your Communication Skills

Since strong communication is crucial for this role, practice articulating complex financial concepts in simple terms. Consider using examples from your past advisory experience to demonstrate your ability to connect with clients.

Prepare Questions

Have a few thoughtful questions ready about the team dynamics, growth opportunities, and client engagement strategies at Armstrong Watson. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.