Financial Planning Consultant

Our Head Office in Penrith 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 objectives

Ensuring 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 clients

Building and maintaining technical knowledge relevant to the role

Ensuring individual revenue targets are achieved

Maintaining a strong network and attending events to develop this further

The Candidate

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

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)

Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)

Minimum industry experience of 2 years in an advisory role

Good 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 Accounting

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

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:

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)

Paid flu jabs and eye tests

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

Charity of the Month

Colleague of the Month

Subsidised social events throughout the year

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.