Financial Planning Consultant

About Armstrong Watson

Armstrong Watson is focused on becoming the leading adviser to privately owned businesses across the North of England and the UK. They aim to more than double turnover by 2030 through organic growth, new talent acquisition, and selective firm mergers. The firm prides itself on high standards, exceptional service, trusted relationships, and aims to help clients achieve lasting prosperity and peace of mind.

About the Role

The Newcastle office seeks a committed Financial Planning Consultant to join the team, with opportunities both to work with an established client base and develop new business. This role offers a balance between stability and growth potential for professionals eager to advance their financial planning careers.

Key Responsibilities

• Collaborate closely with clients to comprehend their financial goals and deliver tailored, comprehensive plans to meet these objectives.
• Maintain the delivery of high-quality ongoing advice to existing clients.
• Engage in targeted business development activities internally and externally to generate new prospects and convert them into clients.
• Continuously develop and update technical expertise related to financial planning.
• Meet individual revenue targets and contribute to the team's financial success.
• Expand and nurture a strong professional network through event attendance and relationship-building initiatives.

Candidate Requirements

• Possession of a full UK Driving Licence.
• Holder of at least a Level 4 Diploma in Financial Planning; Level 6 Advanced Diploma is a desirable additional qualification.
• Thorough understanding of Business Standards such as Conduct of Business (COBS) and High-Level Standards like Code of Conduct (COCON).
• Minimum of two years’ experience in a financial advisory capacity.
• Familiarity with FCA Money Laundering regulations under the SYSC sourcebook.
• Baseline knowledge of accounting-related services including Audit, Tax, Insolvency, Corporate Finance, VAT, and Accounting.
• Strong verbal and written communication abilities.
• Capability to manage multiple tasks efficiently under pressure and prioritize effectively.
• Good overall IT literacy and attention to detail, ensuring reports and documents are of superior quality.

Benefits

• Access to a Salary Sacrifice Employer Contribution Pension Plan that includes Life Cover (4x salary) and Income Protection.
• Competitive annual leave plus option to purchase up to 5 additional leave days yearly.
• Flexible Smart Working Policy blending remote and office working.
• Health Shield Cash Plan with cashback options on various health and lifestyle services.
• 24/7 Employee Assistance Program offering confidential health and wellbeing support.
• Paid health-related benefits such as flu vaccinations and eye examinations.
• Introductory commissions for client referrals and up to £2,500 rewards for employee referrals.
• Investment in professional development with comprehensive training resources and coverage of professional membership fees.

Additional Information

The company does not accept applications through recruitment agencies for this vacancy. Armstrong Watson emphasizes a culture founded on Passion, Trust, Humanity, and Honesty and aims to provide a workplace where employees can grow their careers as the firm expands.