Financial Planning Consultant

Our 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 their financial goals and eager to expand your career we want to hear from you Similarly if you have recently completed a Level 4 Diploma in Financial Planning and are now ready to accelerate your career please get in touch The main elements of this role will include:Working with clients to understand their objectives and provide comprehensive robust solutions to help meet these objectivesEnsuring 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 clientsBuilding and maintaining technical knowledge relevant to the role Ensuring individual revenue targets are achieved Maintaining a strong network and attending events to develop this furtherThe CandidateIn order to fulfil the responsibilities of the position we would like candidates to be / have:A Full UK Driving LicenceA 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 roleGood 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 AccountingExcellent communication skills in both verbal and written formsAble to prioritise workloads under strict deadlines and work well under pressureGeneral IT skillsGood attention to detail to ensure that reports are compiled to the highest possible quality The BenefitsIn 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 ProtectionCompetitive Annual Leave entitlement up to 26 days plus Bank HolidaysAnnual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each yearSmart Working Policy giving you the ability to balance home and remote workingHealth 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 testsIntroductory 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 2500 for each referralOngoing access to online training courses and materialsPaid professional membership feesCharity of the MonthColleague of the MonthSubsidised social events throughout the yearIn 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.Required Skills: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 A Full UK Driving LicenceRequired Education: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 roleGood knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)Basic knowledge of Accountanting Key Skills Anti Money Laundering,Advertisement,Catering Operations,Arbitration Law,ASP Employment Type : Full Time Experience: years Vacancy: 1