Financial Planning Consultant
4 days ago
ResponsibilitiesWorking with clients to understand their objectives and provide comprehensive robust solutions to help meet these objectivesEnsuring high-quality ongoing advice is provided to all clientsUndertaking 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 roleEnsuring individual revenue targets are achievedMaintaining a strong network and attending events to develop this furtherQualificationsLevel 4 Diploma in Financial Planning (minimum requirement)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 skillsBenefitsSalary 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 £2,500 for each referralOngoing access to online training courses and materialsPaid professional membership feesCharity of the MonthColleague of the MonthSubsidised social events throughout the yearWith 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 If you have recently completed a Level 4 Diploma in Financial Planning and are now ready to accelerate your career, please get in touch. A Full UK Driving Licence is required. #J-18808-Ljbffr
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Financial Planning Consultant
1 week 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
2 weeks 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 Planning Consultant
1 week ago
Carlisle, United Kingdom Armstrong Watson LLP Full timeArmstrong 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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Financial Planning Assistant
1 week 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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Regional Financial Planning Manager
4 days ago
Carlisle, United Kingdom Armstrong Watson LLP Full timeArmstrong 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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Financial Planning Advisor
4 days ago
Carlisle, United Kingdom J&T Business Consulting Full timeA financial consultancy firm in the UK is seeking a Financial Planner to work directly with clients, providing comprehensive solutions and advice. Candidates should possess a Level 4 Diploma in Financial Planning, with at least 2 years of advisory experience. The role offers a mix of stability and growth opportunities, alongside a competitive benefits...
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Regional Financial Planning Manager
1 week 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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Financial Planning Assistant
1 week ago
Carlisle, United Kingdom Finlink Ltd Full timeThis is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planner Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...
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Regional Financial Planning Manager
1 week ago
Carlisle, Cumbria, 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. 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 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...
