Financial Planning Consultant

• 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

The Role

• 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

• 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

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement & 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 £2,500 for each referral
• Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
• Paid professional membership fees