Regional Financial Planning Manager

Department: Financial Planning

Location: Carlisle

Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like‑minded firms. But growth alone is not the goal. Reputation is. And reputation is earned, not inherited. Our strategic intent is simple to say and hard to deliver.

To become the most respected adviser to privately owned businesses in the North and the UK. The firm business owners talk about. The firm lawyers and bankers recommend without hesitation. To achieve this, we are building the best Accounting and Financial Advisory firm to deal with, not just in the North, but across the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do.

These are not slogans; they are standards we hold ourselves to every day. At our core, we exist for one reason,
to help our clients achieve prosperity, a secure future, and peace of mind. This strategy sets the direction. Our people, our values‑led culture, and our standards will deliver it.

• Standards and professionalism
• Doing work they are proud to put their name to
• Building long‑term client relationships
• Being part of a firm with real momentum and intent

• A firm with clear direction and momentum
• Clients who value advice and relationships
• Colleagues who care about doing things properly
• A culture built on Passion, Trust, Humanity and Honesty
• Genuine opportunity to shape your career as the firm grows

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.

• 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

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 Source book (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

In return for your hard work helping us shape our future growth and development; we will provide…