Financial Planning Consultant

Financial Planning Consultant

Department: Financial Planning

Employment Type: Full Time

Location: Kendal

About Us

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.

We are looking for people who want more than the next job. People who care deeply about:

• 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

If you want to grow with a business that is ambitious, values‑driven, and serious about excellence, Armstrong Watson offers opportunity and expectation in equal measure.

What you will find here:

• 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

This is our moment, and our vision is clear, to build something genuinely remarkable.

Are you seeking a new challenge in your Financial Planning career?

Our Kendal office 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!

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

Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.

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 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…