At a Glance
- Tasks: Lead a team while providing essential support to Financial Planning Consultants.
- Company: Join Armstrong Watson, a rapidly growing and respected financial advisory firm.
- Benefits: Enjoy competitive salary, flexible working, and comprehensive health benefits.
- Other info: Opportunities for professional development and career growth await you.
- Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
About Us
Build something exceptional, with us. Our ambition is clear and openly bold. Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like-minded firms. But growth alone is not the goal. Reputation is earned, not inherited. Our strategic intent is simple to say and hard to deliver: to become the most respected adviser to privately owned businesses in the North and the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do.
The Role
As a result of continued growth across our Financial Planning Service Line, we are now recruiting for a Financial Planning Assistant Supervisor to join our Newcastle office. The main purpose of this position is to provide first line administrative support to our Financial Planning Consultants and to be a team leader for a specified group of Financial Planning Assistants. The main elements of this role will include:
- Providing relevant documentation to the Financial Planning Consultants ahead of client meetings
- Ensuring accurate completion of compliance requirements
- Ensuring that the administrative requirements are complete for the client review processes
- Responding to client queries
- Conducting 1-1 meetings, quarterly review meetings and annual goal setting meetings with direct reports
- Providing general training and development to assigned team
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
- Experience of supporting and working closely with a Financial Advisor
- Either already achieved or be willing to work towards completing a Certificate in Financial Planning qualification
- 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
- 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 & 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
- Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
- Paid professional membership fees
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.
Financial Planning Assistant Supervisor in Newcastle upon Tyne employer: Armstrong Watson
Armstrong Watson is an exceptional employer, committed to fostering a values-led culture that prioritises professional standards and client relationships. Located in Newcastle, the firm offers a competitive salary, comprehensive benefits including a pension scheme, health cash plan, and extensive support for continuous professional development, ensuring employees have the resources to thrive and grow in their careers. Join us to be part of a dynamic team dedicated to making a meaningful impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant Supervisor in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Armstrong Watson. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching the company’s values and recent achievements. Show us that you’re not just another candidate; you’re genuinely interested in being part of our journey to build something exceptional.
✨Tip Number 3
Practice your communication skills! Since this role involves client interaction, we want to see how well you can articulate your thoughts. Consider mock interviews with friends or family to boost your confidence.
✨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 us that you’re serious about joining our team and contributing to our mission.
We think you need these skills to ace Financial Planning Assistant Supervisor in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through. We want to see that you care about delivering exceptional service and building long-term client relationships, just like we do!
Tailor Your CV:Make sure your CV is tailored to highlight your experience in financial services and administrative roles. We’re looking for candidates who can demonstrate their organisational skills and ability to manage workloads effectively.
Be Clear and Concise:In your written application, clarity is key! Use straightforward language and structure your thoughts well. This will show us that you have excellent communication skills, which are essential for this role.
Apply Through Our Website:Don’t forget to apply 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 you’re serious about joining our team!
How to prepare for a job interview at Armstrong Watson
✨Know Your Numbers
Brush up on your financial knowledge and be prepared to discuss key metrics relevant to the role. Understand basic financial planning concepts and be ready to explain how you can contribute to the firm's goal of providing exceptional service.
✨Showcase Your Leadership Skills
As a Financial Planning Assistant Supervisor, you'll need to demonstrate your ability to lead a team. Prepare examples of how you've successfully managed or supported a team in the past, focusing on your communication and training skills.
✨Emphasise Client Relationships
Armstrong Watson values long-term client relationships, so be ready to discuss how you've built rapport with clients in previous roles. Share specific examples of how you've handled client queries or provided exemplary service.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's growth plans and culture. This shows your genuine interest in being part of their journey and helps you assess if it's the right fit for you.
