Financial Planning Assistant

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.The RoleAs a result of continuous growth, we are now recruiting for a Financial Planning Assistant to join our Dumfries office and wider Financial Planning Service Line.The main purpose of this position is to provide first line administrative support to our Financial Planning Consultants, as well as be the main point of contact for a bank of clients.The main elements of this role will include:Providing relevant documentation to the Financial Planning Consultant ahead of client meetingsResponding to client queriesLiaising with Life offices and providersMaintaining client records on XplanEnsuring accurate completion of compliance requirementsEnsuring the administrative requirements are completed for the Client Review ProcessPlease note that we will not be accepting candidates from agency suppliers in connection with this vacancy.The CandidateIn order to fulfil the responsibilities of the position, we would like candidates to be / have:Experience of working in an administrative capacity for an organisation in Financial Services (desirable not essential requirement)Extensive administrative and customer service experienceOrganised and comfortable with managing diaries / scheduling appointmentsExcellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clientsComfortable working in a fast paced environmentA dedicated team player, and willing to assist colleagues in the team where possibleAble to prioritise workloads under strict deadlines and use initiative to solve problemsAmbition to study towards professional qualifications (which we will support) to gain knowledge and understanding relevant to the positionA Full UK Driving Licence (desirable not essential requirement)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 £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 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. #J-18808-Ljbffr