Armstrong Watson
Financial Planning Consultant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Planning Consultant
Department: Financial Planning
Location: Penrith
Description
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.
We are proud to hold the Investors in People Gold accreditation and to be recognised by The Sunday Times as one of the Best Places to Work. This reflects our commitment to fostering an environment where both emerging and experienced talent can continuously learn, develop, and grow.
The Role
Are you seeking a new challenge in your Financial Planning career?
Our Penrith 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. If you are passionate about helping clients achieve their financial goals, and eager to expand your career, we want to hear from you!
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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
Please note that we will be accepting candidates from agency suppliers in connection with this vacancy.
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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
When you're with us... we're with you.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location