Financial Services Specialist

1 month ago


Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time
Job Description

JohnstonGreer Ltd is seeking a Financial Advisor to provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.

Key Responsibilities:

  • Generate revenue through networking and referrals.
  • Provide expert advice on Retirement, Investments, Protection, IHT and other specialist areas.

Requirements:

  • Strong knowledge of tax and investment planning.
  • Excellent communication and interpersonal skills.

What We Offer:

  • A competitive salary of £40,000 to £55,000 plus bonus and benefits.


  • Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time

    Job Title: Independent Financial Advisor£55,000 to £65,000 plus bonus and benefitsJohnstonGreer Ltd is seeking a Financial Advisor to provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.The successful candidate will work with the company's existing client portfolio and introductions made by...


  • Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time

    Job Title: Independent Financial Advisor£55,000 to £65,000 plus bonus and benefitsJohnstonGreer Ltd is seeking a Financial Advisor to provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.The successful candidate will work with the company's existing client portfolio and introductions made by...


  • Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time

    Job Title: Independent Financial Advisor£40,000 to £55,000 plus bonus and benefitsJob DescriptionJohnstonGreer Ltd is seeking a Financial Advisor to provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.Generate revenue through networking and referrals.Provide expert advice on retirement planning,...


  • Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time

    Job Title: Independent Financial Advisor£40,000 to £55,000 plus bonus and benefitsJob DescriptionJohnstonGreer Ltd is seeking a Financial Advisor to provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.Generate revenue through networking and referrals.Provide expert advice on retirement planning,...


  • Carlisle, Cumbria, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team in Carlisle. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for construction projects and...


  • Carlisle, Cumbria, United Kingdom Agility Resoucing Full time

    Agility Resourcing is seeking a highly skilled Financial Reporting Specialist to join their team in Cumbria.As a key member of the finance team, you will be responsible for producing accurate and timely management reports, ensuring the company's financial results are accurately reflected.Key responsibilities will include:Preparing monthly management reports,...


  • Carlisle, Cumbria, United Kingdom Michael Page Finance Full time

    An exciting opportunity has arisen for a skilled professional to join our Michael Page Finance team as an Audit and Accounts Specialist.As a key member of our professional services team, you will be responsible for a blend of accounting and auditing tasks, working closely with clients to deliver high-quality services.Key responsibilities will...


  • Carlisle, Cumbria, United Kingdom Adecco Full time £34,000 - £40,000

    Financial Operations SpecialistAdecco is partnering with a fast-growing company to find an experienced Financial Operations Specialist to join their team on a 12-month contract. This role involves collaborating with the Operations leadership team to monitor performance, identify areas for improvement, and enhance overall operational effectiveness. The ideal...


  • Carlisle, Cumbria, United Kingdom SF Recruitment Full time

    Our client, a services business based in the UK, is seeking an experienced Finance Manager to assist with their workload due to an increase in workload from new acquisitions and organic growth. This may lead to longer-term or permanent opportunities for the right candidate.As a Financial Operations Specialist, you will be responsible for assisting the...


  • Carlisle, Cumbria, United Kingdom Wm. Armstrong (Longtown) Limited Full time

    Job DescriptionAt Wm. Armstrong (Longtown) Limited, we pride ourselves on our safe working environment and our strong family values.We are currently seeking an experienced Financial Reporting Specialist to join our team based in our Longtown location.In this role, you will be responsible for ensuring that accounting information is accurately recorded and...


  • Carlisle, Cumbria, United Kingdom NHS Full time

    Job Title: Financial Services AssistantWe are seeking a highly organized and detail-oriented individual to join our Financial Services team as a Financial Services Assistant. This is a fantastic opportunity to work in a dynamic and supportive environment, providing administrative support to the Finance Department and non-finance staff throughout the...


  • Carlisle, Cumbria, United Kingdom NHS Full time

    Job Title: Financial Services AssistantWe are seeking a highly organized and detail-oriented individual to join our Financial Services team as a Financial Services Assistant. This is a fantastic opportunity to work in a dynamic and supportive environment, providing administrative support to the Finance Department and non-finance staff throughout the...


  • Carlisle, Cumbria, United Kingdom ROC Recruitment Full time

    Financial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our expanding Finance department at ROC Recruitment. As a key member of our team, you will play a crucial role in the creation and development of our Company strategic plan, as well as analysis and reporting of performance within the...


  • Carlisle, Cumbria, United Kingdom NHS Full time

    Job Title: Financial Services AssistantWe are seeking a highly organized and detail-oriented individual to join our Financial Services team as a Financial Services Assistant. This is a fantastic opportunity to work in a dynamic and supportive environment, providing administrative support to the Finance Department and non-finance staff throughout the...


  • Carlisle, Cumbria, United Kingdom NHS Full time

    Job Title: Financial Services AssistantWe are seeking a highly organized and detail-oriented individual to join our Financial Services team as a Financial Services Assistant. This is a fantastic opportunity to work in a dynamic and supportive environment, providing administrative support to the Finance Department and non-finance staff throughout the...


  • Carlisle, Cumbria, United Kingdom The Cumbria County Council Full time

    About the RoleWe are seeking a skilled Financial Services Officer to join our Community Finance Team. The successful candidate will be responsible for assessing the financial affairs of clients who are eligible for non-residential and residential services.Key ResponsibilitiesFinancial Data Analysis: Gather and analyse financial data to determine the client's...

  • Management Accountant

    2 weeks ago


    Carlisle, Cumbria, United Kingdom Agility Resoucing Full time

    Financial Reporting and Analysis SpecialistAgility Resourcing is seeking a highly skilled Financial Reporting and Analysis Specialist to join our team. As a key member of our finance team, you will be responsible for providing financial analysis and reporting to support business decision-making.Key Responsibilities:Prepare and review financial statements,...


  • Carlisle, Cumbria, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new company is looking for a driven and detail-focused Financial Controller Assistant to join their established team in Carlisle. This is an exciting opportunity to support the Financial Controller with key elements of the monthly management accounts and KPI Reporting for all five companies within the group.Key Responsibilities:Support the Financial...


  • Carlisle, Cumbria, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is a leading professional services firm with a strong reputation in the industry. We are seeking an experienced Financial Services Manager to join our team.Job DescriptionLead audit assignments from planning through to approval stage.Prepare financial statements and tax computations.Provide financial advisory services to...


  • Carlisle, Cumbria, United Kingdom Vision-FS Recruitment Full time

    Unlock Your Earning Potential as a Self-Employed IFAJoin a leading financial services company as a self-employed Independent Financial Advisor (IFA) and take control of your career. With a strong focus on business development and client relationships, this role offers the perfect blend of autonomy and support.About the RoleAs a self-employed IFA, you will be...