Regional Financial Planning Manager
About Us
We are proud to hold the Investors in People Gold accreditation and to be recognised by The Sunday Times as one of the Best Places to Work. This reflects our commitment to fostering an environment where both emerging and experienced talent can continuously learn, develop, and grow.
The Role
As a result of continued growth and in line with our "Crazy Goal" which is for "Armstrong Watson to be known as the best Accounting and Financial Advisory firm to deal with, delivering the best client experience in the UK", we are now recruiting for a Regional Financial Planning Manager to join our team in Cumbria.
The successful candidate can be based in either Carlisle, Dumfries or West Cumbria, but this position requires them to be present at each of these offices on a regular basis to ensure positive collaboration across all teams.
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
- Ensuring individual revenue targets are achieved
- Leading and managing a team of Financial Planning Consultants in terms of both performance management and Training & Competence (T&C) to deliver agreed advisory and commercial objectives
- Building and maintaining relationships with Partners, Directors and Managers with an emphasis for ongoing business development
- Leading the recruitment process when required for new team members
- Ensuring compliance and requirements and standards are met
- Identifying opportunities to refer clients to AW for wider services where appropriate
- Actively contributing to the strategy and day to day running of Armstrong Watson Financial Planning Limited
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 3 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
- Smart Working Policy, giving you the ability to balance home and remote working
- 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)
- Paid professional membership fees
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