Financial Planning Assistant

4 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 not only our clients, but also our colleagues and the communities in which we operate in. Our success is dependent on every colleague behaving consistently across all four of our values: Passion, Trust, Honesty and Humanity.

**The Role**

Due to continued expansion in Cumbria, we are recruiting for a Financial Planning Assistant to join our Carlisle office and wider Financial Planning & Wealth Management Service Line.

The overall purpose of this role is to provide first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients and maintaining a high level of client service.

The main elements of this role will include:

- Processing new business
- Preparation of the suitability report and conducting research
- Preparing meeting and review packs
- Completing compliance checks on businesses
- Handling queries from clients and maintaining client databases
- Carrying out general tasks in support of the Financial Planning Consultant as and when required
- A minimum of one years' experience of working in a similar role / capacity
- The ability to work unsupervised but to contribute and work effectively as part of a team
- Excellent organisation and prioritisation skills
- Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of customer service

**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:

- 3.1% Employer Contribution Pension Scheme including Life Cover and Income Protection
- Enhanced Annual Leave which will increase throughout your length of service and option an Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
- Flexible & Smart Working - giving you the ability to balance home-working, office location etc.
- Life Cover of 4x your salary
- Health Shield Cash Plan (provides cash back on a range of Health benefits and discounts on fashion, entertainment, holidays etc)
- Introductory Commission Scheme (financial reward if you refer a new client)
- Employee Assistance Programme (confidential support for emotional wellbeing)
- Employee Referral Scheme (financial reward if you refer new AW colleagues) of up to £2,500
- Detailed and thorough on-the-job training
- Reviews and appraisals with your management team to ensure regular communication and providing you with a platform to enhance your career

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.

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