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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored solutions and expert advice.
- Company: Join a leading independent accountancy firm with a strong team culture.
- Benefits: Competitive salary, generous leave, health benefits, and career development opportunities.
- Other info: Dynamic work environment with a focus on collaboration and community.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: Experience in financial planning and strong leadership skills required.
The predicted salary is between 50000 - 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
As a result of continued growth and in line with our "Crazy Goal" which is for "Armstrong Watson to be known as the best Accounting and Financial Advisory firm to deal with, delivering the best client experience in the UK", we are now recruiting for a Regional Financial Planning Manager to join our team in Cumbria. The successful candidate can be based in either Carlisle, Dumfries or West Cumbria, but this position requires them to be present at each of these offices on a regular basis to ensure positive collaboration across all teams.
Responsibilities
- 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
- Ensuring individual revenue targets are achieved
- Leading and managing a team of Financial Planning Consultants in terms of both performance management and training
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.
Regional Financial Planning Manager | Carlisle, UK employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Financial Planning Manager | Carlisle, UK
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Regional Financial Planning Manager role.
✨Tip Number 2
Prepare for interviews by researching Armstrong Watson inside out. Know their values—Honesty, Humanity, Trust, and Passion—and think about how you can embody these in your answers. Show them you’re not just a fit for the role, but for their culture too!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable talking about your experience and skills. Focus on how you can help clients achieve their objectives, just like Armstrong Watson aims to do.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in being part of the Armstrong Watson team. Let’s make it happen!
We think you need these skills to ace Regional Financial Planning Manager | Carlisle, UK
Some tips for your application 🫡
Show Your Passion: When writing your application, let your passion for financial planning shine through. We want to see how excited you are about helping clients achieve their goals and how you embody our core values of honesty, humanity, trust, and passion.
Tailor Your CV: Make sure your CV is tailored to the Regional Financial Planning Manager role. Highlight relevant experience and skills that align with what we’re looking for. This shows us you’ve done your homework and understand what it takes to succeed in this position.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for our team. Use it to share your story, your motivations, and how you can contribute to our 'Crazy Goal' of being the best in the business. Keep it engaging and personal!
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your details and ensures you don’t miss out on any important information about the role or our company culture.
How to prepare for a job interview at Armstrong Watson
✨Know Your Numbers
As a Regional Financial Planning Manager, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive decisions in previous roles. This shows you understand the importance of numbers in achieving client objectives.
✨Embrace the Core Values
Armstrong Watson values honesty, humanity, trust, and passion. Make sure to weave these values into your responses during the interview. Share examples from your past experiences that highlight how you embody these principles, as it will resonate well with the interviewers.
✨Showcase Team Leadership Skills
You'll be leading a team of Financial Planning Consultants, so be prepared to discuss your leadership style. Think of specific instances where you've successfully managed a team, resolved conflicts, or provided training. This will illustrate your capability to lead and inspire others.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you gauge if Armstrong Watson is the right fit for you.