Financial Adviser

About the RoleIDEX Consulting is seeking a highly skilled Adviser Back-Office Expert to join our team. As an Adviser Back-Office Expert, you will play a key role in supporting the adviser back-office systems and processes used by financial planners and support staff.Your key responsibilities will include:Maintaining adviser back-office systems, including...

About the Role Would you like to be part of a team who has won Best Regional Building Society for 7 years running? A team who believes that keeping financial advice on our high streets is important for everyone in our local communities? Do you thrive in a face-to-face customer focused environment? If so, our Customer Adviser role could be the perfect fit...

About the RoleThis is an exciting opportunity to join IDEX Consulting as a Financial Services Expert. As part of our team, you will play a key role in ensuring the smooth functionality of critical tools and systems used to deliver high-quality financial advice.You will collaborate with advisory, project, and external teams to maintain efficient service...

Just Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group.**With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and **Self-employed...

Just Mortgages is part of **Spicerhaart: the UK’s largest Independent Property Group.**With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Its well-established Self-Employed Division are looking for experienced and **Self-employed...

Vesta Wealth Limited is part of the InvestAcc Group, trading since 1992. We are a leading financial services firm based in Carlisle, dedicated to providing comprehensive and tailored financial solutions to our diverse client base. Our commitment to excellence and client satisfaction drives our success, and we are looking for a dedicated Financial Services...

**FINANCIAL SERVICES ADMINISTRATOR** LOCATION: CARLISLE OR PENRITH As a result of our continued expansion an opportunity has arisen for an experienced financial services administrator to join our Dodd Wealthcare team. Providing administrative support to our team of Financial Services Advisers and Paraplanners the role involves preparing financial analysis...

A national leader in private client advice, are seeking an experienced Financial Planner to join their dynamic and forward-thinking team in Carlisle. Due to expansion, they're searching for a well-networked, client-facing adviser to work collaboratively with the Investment Management and Marketing teams; with the aim of providing a bespoke and holistic...

**The Company and Offering** A new opportunity has arisen for a Financial Services Administrator/ Paraplanner to join a well-established firm of Financial Planners in their Carlisle office. On offer will be a competitive salary and benefits package, along with professional development, study support and continued training. **Accountabilities** This role...

**About Armstrong Watson LLP** As an expanding business with 16 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 35 firms of accountants and business advisers. With approximately 570 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...

**What the Hiring Manager S ays** Due to expansion, Quilter Private Client Advisers is currently looking for an employed, newly qualified Financial Planner to join our dynamic and forward-thinking team. With dedicated support teams who are committed to enhancing our clients’ experiences, a highly regarded brand and marketing capability together with an...

As a Financial Auditor Leader with First 2 Recruit Ltd, you will have the opportunity to oversee audit teams and assist audit partners in establishing an effective audit approach. You will review audit work papers and ensure that audit files are completed in a timely manner.Your primary responsibility will be to manage a dynamic commercial audit team,...

Training and Competency Oversight Specialist – Financial Planning Salary up to £70,000 plus bonus and benefits + hybrid working Carlisle Job description What the Hiring Manager Says We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

**About the Role** As part of our strategy of investing into communities and high streets, we are very excited that we now have a vacancy for a new Customer Advisor. The Society’s Branch Network model is unique, innovative and successful. We pride ourselves in developing and maintaining great relationships with our local communities and our...

**About Armstrong Watson LLP** As an expanding business with 17 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 30 firms of accountants and business advisers. With approximately 420 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...

Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingCarlisleJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

A fantastic opportunity has arisen for an experienced Paraplanner to join a leading Accountancy Practice within the wealth division. The firm can offer a vibrant working environment and the opportunity to progress throughout the business. They offer independentfinancial advise to their clients and work closely with the accountancy team to provide an...

You’ll be based in Cumberland House with a team of 15 other advisors where we help our customers with mortgage and protection advice. This is a full time role, but we’d be willing to consider part time or family friendly hours (we can be flexible with working hours between 8am and 7pm) - just ask! **Main responsibilities include** - Running your own...

Working at the Cumberland, you become part of something special. We’re a mutual organisation, committed to improving the lives of our colleagues, customers, and community. Our values are incredibly important to us. We’re on an exciting transformational journey with our people firmly at the forefront of our plans. If you want to work for a team integral...

Accounts Payable Team Lead Band 4 - 37.5hrs - Parkhouse The role of the finance department is to safeguard the financial assets of the Trusts, discharge liabilities as they fall due, report to and advise management on financial issues, support the Trust in achieving its business objectives and promote good financial practice and performance. The Accounts...