Financial Planning Consultant

Our 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 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 2500 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.