Regional Financial Planning Manager
2 days ago
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. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. 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, Penrith or Kendal, but this position requires them to be present at each Cumbrian office on a regular basis to ensure positive collaboration across all teams. 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 Leading and managing a team of Financial Planning Consultants in terms of both performance management and Training & Competence (T&C) to deliver agreed advisory and commercial objectives Building and maintaining relationships with Partners, Directors and Managers with an emphasis for ongoing business development Ensuring compliance and requirements and standards are met Identifying opportunities to refer clients to AW for wider services where appropriate Actively contributing to the strategy and day to day running of Armstrong Watson Financial Planning Limited 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) Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting Good attention to detail to ensure that reports are compiled to the highest possible quality 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 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) 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 Subsidised social events throughout the year
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Regional Financial Planning Manager
2 days ago
Carlisle, Cumbria, United Kingdom Armstrong Watson Full timeAbout 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...
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Regional Financial Planning Manager
1 week ago
Carlisle, Cumbria, United Kingdom Armstrong Watson Full time £40,000 - £80,000 per yearAbout UsArmstrong 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...
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Regional Financial Planning Manager
2 days ago
Carlisle, Cumbria, United Kingdom Armstrong Watson Full timeAbout UsArmstrong 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...
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Regional Support Manager North West
23 hours ago
Cumbria, United Kingdom Charity People Full timeWe're delighted to be partnering with The Royal Agricultural Benevolent Institute (RABI) to help find a new Regional Support Manager - North West. This is a fantastic opportunity to join a well-established collaborative team and use your excellent relationshipbuilding and people skills to help support farming communities across England and Wales. **Job...
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Financial Controller
12 hours ago
Kendal, Cumbria, United Kingdom TEAM, Inc. UK, Africa, Caspian Full timeFinancial Controller – UKMEAC 📍 Based in Kendal, with flexible working options 🕓 Full time | Permanent About the Role We are seeking an experienced Senior Finance professional to join our Eastern Hemisphere finance team, supporting operations across the UKAC and Middle East regions . This is a key leading position responsible for financial integrity,...
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Financial Planning Assistant
3 days ago
Carlisle, United Kingdom Armstrong Watson Full time**About Armstrong Watson LLP** As an expanding business with 16 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 35 firms of accountants and business advisers. With approximately 570 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...
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Financial Planning Consultant
2 weeks ago
Carlisle, United Kingdom Armstrong Watson Full time**About Armstrong Watson LLP** As an expanding business with 17 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 30 firms of accountants and business advisers. With approximately 420 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...
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Financial Planning Consultant
1 day ago
Carlisle, United Kingdom Armstrong Watson Full timeArmstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland.With approximately 800 colleagues located across 19 offices, our people and our culture are at the heart of what we do.Senior Talent Acquisition Advisor at Armstrong Watson. Responsible for recruiting experienced talent,...
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Financial Planning Consultant
7 days ago
Carlisle, United Kingdom J&T Business Consulting Full timeOur Head Office in Carlisle 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...
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Financial Adviser
2 weeks ago
Carlisle, United Kingdom Financial Divisions Full time**Financial Adviser to manage existing client bank and leads** Having worked with this highly successful Chartered firm of Wealth Managers for nearly 6 years, we have seen them grow organically year on year. They now want to find an experienced Financial Adviser that can take over a client bank, when one of the principalpartners retires in the...
