Kendal, England, United Kingdom · Hybrid
Paraplanner Department: Financial Planning Employment Type: Full Time Location: Kendal Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson is on a journey …
Skills: Financial planning, Paraplanning, Suitability letters, Research, Business standards
Leeds, England, United Kingdom · Hybrid
Corporate Finance Manager Department: Corporate Finance Employment Type: Full Time Location: Leeds Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson is o…
Skills: Corporate finance, Team management, Financial advisory, MBOs, Disposals
City of Edinburgh, Scotland, United Kingdom · Hybrid
Business Services Manager Department: Business Services Employment Type: Full Time Location: Edinburgh Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson …
Skills: Financial statements, Business taxation, Personal taxation, Team management, Client relationship management
Glasgow, Scotland, United Kingdom · Hybrid
Business Services Manager Department: Business Services Employment Type: Full Time Location: Glasgow Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson is…
Skills: Financial statements, Business taxation, Personal taxation, Team management, Client relationship management
City of Edinburgh, Scotland, United Kingdom · Hybrid
Business Services Senior Department: Business Services Employment Type: Full Time Location: Edinburgh Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson i…
Skills: Financial statements, Tax computations, VAT returns, Bookkeeping, Management accounts
Carlisle, England, United Kingdom · On-site
Executive Driver Department: Administration Employment Type: Full Time Location: Carlisle Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson is on a journ…
Skills: Driving, Route planning, Vehicle maintenance, Time management, Customer service
Leeds, England, United Kingdom · Hybrid
Financial Planning Consultant Department: Financial Planning Employment Type: Full Time Location: Leeds Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson…
Skills: Financial Planning, Business Development, Client Relationship Management, COBS Compliance, COCON Compliance
Leeds, England, United Kingdom · Hybrid
Audit & Assurance Senior Department: Audit Employment Type: Full Time Location: Leeds Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson is on a journey t…
Skills: Statutory Accounts Preparation, Audit Planning, Audit Execution, Client Relationship Management, Problem Solving
Stockport, England, United Kingdom · Hybrid
Audit & Assurance Senior Department: Audit Employment Type: Full Time Location: Manchester Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson is on a jour…
Skills: Statutory Accounts Preparation, Audit Planning, Audit Execution, Client Relationship Management, Problem Solving
Leeds, England, United Kingdom · Hybrid
Head of Client Delivery - Outsourced Finance Department: Business Services Employment Type: Full Time Location: Leeds Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Ar…
Skills: Client Delivery, Outsourced Finance, Fractional FD, Operational Leadership, Resource Planning
Leeds, England, United Kingdom · Hybrid
Finance Manager - Outsourced Finance Department: Business Services Employment Type: Full Time Location: Leeds Description About Us Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong …
Skills: Management Accounts, Financial Reporting, Variance Analysis, Balance Sheet Reconciliation, UK Tax Knowledge
Leeds, England, United Kingdom · Hybrid
Corporate Finance Director / Partner Department: Corporate Finance Employment Type: Full Time Location: Leeds Reporting To: Mike Kienlen Description About Us Build something exceptional, with us... Our ambition is clear …
Skills: Corporate finance, Leadership, Business development, Client relationship management, Financial management
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The Paraplanner will provide technical and advisory support to the Financial Planning team, including conducting research and compiling suitability letters. They will also process new business and assist in the development of technical knowledge within the team.
Candidates must hold a Level 4 Diploma in Financial Planning and possess significant paraplanning experience. A detailed understanding of FCA regulations and business standards is essential for this role.
Department: Financial Planning
Employment Type: Full Time
Location: Kendal
Supporting, advising and protecting family businesses and individuals for the long term.
Armstrong Watson has been advising and protecting clients across the North of England and Scotland since 1867. With 19 regional offices from Glasgow to Leeds, and over 800 colleagues, we’re focused enough to provide a truly tailored service and large and experienced enough to work alongside any size of business, delivering a complete remit of services equal to top tier firms. Our full range of specialist services and financial advice includes accountancy, tax, payroll, corporate finance, financial planning, wealth management, forensic accounting, outsourced finance functions, and corporate restructuring, recovery and insolvency. As a member of the MSI Global Alliance, we’re also able to provide worldwide professional services through our international partner firms. We pride ourselves in knowing our client’s businesses inside and out, understanding every part of the operation, people, processes, current status and forecasted plans. We will share in your vision, work with you as you progress towards identified goals and support and guide you, helping you to find key areas of opportunity, efficiency and growth. Our core purpose is to support, advise and protect companies and individuals for the long term, enabling you to achieve prosperity, a secure future and peace of mind.
Offices: James Watson House, Montgomery Way, Rosehill, Carlisle, Cumbria CA1 2UU, GB · Third Floor, 10 South Parade, Leeds, West Yorkshire, LS1 5QS, GB · 51 Rae Street, Dumfries, Dumfries & Galloway, DG1 1JD, GB · First Floor, 24 Blythswood Square, Glasgow, Scotland G2 4, GB · Milburn House, Hexham Business Park, Burn Lane, Hexham, Northumberland, NE46 3RU, GB
Supporting, advising and protecting family businesses and individuals for the long term.
Armstrong Watson has been advising and protecting clients across the North of England and Scotland since 1867. With 19 regional offices from Glasgow to Leeds, and over 800 colleagues, we’re focused enough to provide a truly tailored service and large and experienced enough to work alongside any size of business, delivering a complete remit of services equal to top tier firms. Our full range of specialist services and financial advice includes accountancy, tax, payroll, corporate finance, financial planning, wealth management, forensic accounting, outsourced finance functions, and corporate restructuring, recovery and insolvency. As a member of the MSI Global Alliance, we’re also able to provide worldwide professional services through our international partner firms. We pride ourselves in knowing our client’s businesses inside and out, understanding every part of the operation, people, processes, current status and forecasted plans. We will share in your vision, work with you as you progress towards identified goals and support and guide you, helping you to find key areas of opportunity, efficiency and growth. Our core purpose is to support, advise and protect companies and individuals for the long term, enabling you to achieve prosperity, a secure future and peace of mind.
Offices: James Watson House, Montgomery Way, Rosehill, Carlisle, Cumbria CA1 2UU, GB · Third Floor, 10 South Parade, Leeds, West Yorkshire, LS1 5QS, GB · 51 Rae Street, Dumfries, Dumfries & Galloway, DG1 1JD, GB · First Floor, 24 Blythswood Square, Glasgow, Scotland G2 4, GB · Milburn House, Hexham Business Park, Burn Lane, Hexham, Northumberland, NE46 3RU, GB
