Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and solutions.
- Company: Join a leading independent Accountancy and Business Advisory firm in the North of England.
- Benefits: Enjoy competitive salary, generous leave, and health benefits while working flexibly.
- Why this job: Be part of a supportive team that values honesty, humanity, trust, and passion.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and 2 years of advisory experience.
- Other info: Great career growth opportunities and a vibrant workplace culture.
The predicted salary is between 28800 - 48000 £ per year.
Join to apply for the Financial Planning Consultant role at Armstrong Watson. 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 Leeds 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!
The main elements of this role will include:
- 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
- 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 in Leeds employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Consultant in Leeds
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the financial planning field. Don't be shy to introduce yourself and share your passion for helping clients achieve their financial goals.
✨Tip Number 2
Prepare for interviews by researching Armstrong Watson's values and culture. Show us how you embody honesty, humanity, trust, and passion in your work. Tailor your responses to reflect our commitment to client prosperity.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Financial Planning Consultant. Highlight your knowledge of business standards and your ability to provide high-quality advice.
✨Tip Number 4
Apply through our website for a smoother process. It shows you're serious about joining our team and gives you access to exclusive features that can help you stand out in the application process.
We think you need these skills to ace Financial Planning Consultant in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Consultant role. Highlight your relevant experience, qualifications, and skills that align with what we’re looking for. This shows us you’re serious about the position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can help our clients achieve their goals. Keep it engaging and personal – we want to get to know you!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve helped clients or met targets in your previous roles. This helps us see the impact you could have at Armstrong Watson.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s quick and easy, plus you’ll be able to keep track of your application status. We can’t wait to hear from you!
How to prepare for a job interview at Armstrong Watson
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially 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 standards.
✨Showcase 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 crucial for this role, come prepared with ideas on how you plan to develop your client base. Mention any relevant events or strategies you've used in the past to attract new clients.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and the Financial Planning Team's goals. This not only shows your interest but also helps you gauge if Armstrong Watson is the right fit for you.
