Regional Financial Planning Manager

The successful candidate can be based in either Carlisle, Dumfries or West Cumbria, but must be present at each office on a regular basis to ensure collaboration across all teams. The main elements of this role are:

• 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 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 on 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
  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, both verbal and written
• Ability to prioritise workloads under strict deadlines and work well under pressure
• General IT skills
• Good attention to detail to ensure reports are compiled to the highest quality
  Armstrong Watson is a leading Accounting and Financial Advisory firm dedicated to achieving organisational growth and reputation through disciplined organic growth, the attraction of outstanding talent and the selective acquisition of like-minded firms. We are looking for an experienced professional to join our team in Cumbria, with the purpose of delivering world-class financial planning services to private business owners.
  In return for your hard work, we offer a competitive salary and a positive benefits package including:
• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4× salary) and Income Protection
• Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days 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
• Investment towards Continuous Professional Development (CPD), including access to comprehensive training courses and materials
• Paid professional membership fees