Financial Planning Consultant

About Armstrong Watson

Armstrong Watson is a firm committed to building an exceptional financial advisory and accounting practice across the UK, driven by disciplined organic growth, outstanding talent acquisition, and strategic acquisitions. Our goal is not just growth but a reputation for excellence and trustworthiness, becoming the foremost adviser to privately owned businesses in the UK. We emphasize exceptional service, expertise, trusted relationships, and reliability as our core values, helping our clients achieve prosperity, security, and peace of mind.

Position Overview

We invite applications for the role of Financial Planning Consultant based in our Dumfries office. This role combines stability with growth potential, managing an existing client portfolio alongside new business development opportunities. The successful candidate will focus on understanding clients’ financial objectives and delivering comprehensive, tailored financial planning solutions.

Key Responsibilities

• Collaborate directly with clients to comprehend and address their financial goals through detailed planning solutions.
• Provide consistent, high-quality advice and support to clients on an ongoing basis.
• Engage both internally and externally in targeted business development initiatives to generate and convert new client prospects for the Financial Planning Team.
• Continuously maintain and update technical expertise relevant to the role.
• Meet specified individual revenue targets.
• Expand professional networks through active participation in events and networking activities.

Candidate Profile and Requirements

• Hold a valid UK Full Driving Licence.
• Possess at least a Level 4 Diploma in Financial Planning; a Level 6 Advanced Diploma is preferred.
• Demonstrate thorough knowledge of business standards including Conduct of Business (COBS) regulations.
• Understand high-level professional standards such as the Code of Conduct (COCON).
• Have a minimum of two years’ experience in an advisory role within the financial planning sector.
• Be well-versed in FCA Money Laundering regulations under the System & Controls Sourcebook (SYSC).
• Possess foundational awareness of related accountancy services like Audit, Tax, Insolvency, Corporate Finance, VAT, and Accounting.
• Exhibit strong verbal and written communication skills.
• Effectively prioritize workload to meet deadlines and perform well under pressure.
• Display solid general IT competency.
• Maintain high attention to detail, ensuring all reports meet superior quality standards.

Compensation and Benefits

• Participation in a Salary Sacrifice Employer Contribution Pension Plan, including life insurance coverage at 4x salary and income protection benefits.
• Competitive annual leave with the option to purchase up to an additional five days each year.
• Flexible smart working policy balancing remote and home working options.
• Access to Health Shield Cash Plan providing cash back on health services and discounts on leisure, fashion, and entertainment.
• Employee Assistance Program offering 24/7 confidential support for wellbeing and health.
• Paid flu vaccinations and eye tests.
• Introductory commission schemes rewarding client referrals.
• Employee referral incentives rewarding successful recruitment referrals up to £2,500 per person.
• Dedicated investment in Continuous Professional Development (CPD), including comprehensive training resources.
• Paid professional membership fees to support career progression.

Additional Information

We do not accept applications from recruitment agencies for this vacancy. Joining Armstrong Watson means becoming part of a values-driven firm focused on professionalism, trust, and real momentum in the financial advisory sector. The culture prioritizes passion, trust, humanity, and honesty.