Financial Planning Consultant

Armstrong Watson

. Work with clients to understand their objectives and provide comprehensive, robust solutions .

Posted 9/17/2026full-timeDumfries • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Financial Planning with a strong understanding of regulatory standards, including COBS and COCON. Proven ability to build client relationships, achieve revenue targets, and provide high-quality advisory services.

Highest-signal resume keywords

Level 4 Diploma In Financial PlanningLevel 6 Advanced Diploma In Financial PlanningBusiness Standards - Conduct Of Business (COBS)FCA Money Laundering Section Of The System & Controls Sourcebook (SYSC)Client Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBusiness DevelopmentRegulatory ComplianceAccountancy ServicesAuditTaxInsolvencyCorporate FinanceVATAccounting

Soft Skills

Excellent Communication SkillsAttention To DetailAbility To Prioritise WorkloadsWork Well Under Pressure

Tools & Technologies

General IT Skills

Certifications & Qualifications

Full UK Driving Licence

Industry Keywords

Financial PlanningClient BankRevenue TargetsNetworkingBusiness Development Activity

About the role

Key responsibilities & impact

Work with clients to understand their objectives and provide comprehensive, robust solutions
Ensure high-quality ongoing advice is provided to all clients
Undertake focused internal and external business development activity to identify new prospects and convert them to clients
Build and maintain technical knowledge relevant to the role
Achieve individual revenue targets
Maintain a strong network and attend events to develop it further
Become an integral part of the Financial Planning Team while serving a ready-made client bank and pursuing future business development opportunities

Requirements

What you’ll need

Full UK Driving Licence
A Level 4 Diploma in Financial Planning (minimum requirement)
A Level 6 Advanced Diploma in Financial Planning (desirable)
Minimum industry experience of 2 years in an advisory role
Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
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
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 possible quality

Benefits

Comp & perks

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), including access to comprehensive training courses and materials
Paid professional membership fees
Encouragement and support to develop your career further