At a Glance
- Tasks: Help clients achieve financial goals with tailored advice and solutions.
- Company: Join a rapidly growing, values-driven financial advisory firm.
- Benefits: Competitive salary, flexible working, health benefits, and professional development support.
- Other info: Dynamic environment with opportunities for career growth and development.
- Why this job: Be part of a respected team making a real impact in clients' lives.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of advisory experience required.
The predicted salary is between 45000 - 55000 £ per year.
Department: Financial Planning
Location: Newcastle
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.
We are looking for people who want more than the next job. People who care deeply about:
- Standards and professionalism
- Doing work they are proud to put their name to
- Building long‑term client relationships
- Being part of a firm with real momentum and intent
If you want to grow with a business that is ambitious, values‑driven, and serious about excellence, Armstrong Watson offers opportunity and expectation in equal measure.
This is our moment, and our vision is clear, to build something genuinely remarkable.
The Role
Are you seeking a new challenge in your Financial Planning career? Our Newcastle 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.
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
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 & 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 Consultant in Newcastle upon Tyne employer: Armstrong Watson
Armstrong Watson LLP is an exceptional employer that fosters a collaborative and values-driven work culture in Leeds, offering Finance Managers the chance to engage with a diverse client portfolio while delivering high-quality financial services. Employees benefit from tailored professional development opportunities, a supportive environment that encourages growth, and the unique advantage of working in a firm committed to making a meaningful impact across various sectors.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Consultant in Newcastle upon Tyne
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Armstrong Watson. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Consultant in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Armstrong Watson.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Armstrong Watson's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Armstrong Watson
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Armstrong Watson.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Armstrong Watson will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Armstrong Watson employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
