Current jobs related to Financial Planner - Carlisle, Cumbria - Six Degrees Recruitment Limited
-
Financial Planner
4 weeks ago
Carlisle, Cumbria, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full timeFinancial Planner OpportunityWe are seeking a highly skilled Financial Planner to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...
-
Financial Planner
4 weeks ago
Carlisle, Cumbria, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full timeFinancial Planner OpportunityWe are seeking a highly skilled Financial Planner to join our team at CITRUS ELITE RECRUITMENT LIMITED. As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...
-
Financial Planner
4 weeks ago
Carlisle, Cumbria, United Kingdom Six Degrees Recruitment Limited Full timeUnlock Your Potential as a Financial PlannerSix Degrees Recruitment Limited is seeking a talented Financial Planner to join their team in Carlisle, Cumbria. As a key member of their team, you will play a vital role in supporting their clients' financial freedom aspirations.Key Responsibilities:Develop and maintain strong relationships with clients, both in...
-
Financial Planner
4 weeks ago
Carlisle, Cumbria, United Kingdom Six Degrees Recruitment Limited Full timeUnlock Your Potential as a Financial PlannerSix Degrees Recruitment Limited is seeking a talented Financial Planner to join their team in Carlisle, Cumbria. As a key member of their team, you will play a vital role in supporting their clients' financial freedom aspirations.Key Responsibilities:Develop and maintain strong relationships with clients, both in...
-
Financial Planner
1 month ago
Carlisle, Cumbria, United Kingdom Six Degrees Recruitment Limited Full timeUnlock Your Potential as a Financial PlannerSix Degrees Recruitment Limited is seeking a talented Financial Planner to join their team in Carlisle, Cumbria. As a key member of their team, you will play a vital role in supporting their clients' financial freedom aspirations.Key Responsibilities:Develop and maintain strong relationships with clients, both in...
-
Financial Planning Specialist
4 weeks ago
Carlisle, Cumbria, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full timeFinancial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at CITRUS ELITE RECRUITMENT LIMITED.As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key responsibilities include:Developing and implementing personalized...
-
Financial Planning Specialist
4 weeks ago
Carlisle, Cumbria, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full timeFinancial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at CITRUS ELITE RECRUITMENT LIMITED.As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key responsibilities include:Developing and implementing personalized...
-
Financial Planning Specialist
4 weeks ago
Carlisle, Cumbria, United Kingdom Citrus Elite Recruitment Ltd Full timeUnlock Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner to join our dynamic team at Citrus Elite Recruitment Ltd. As a Financial Planner, you will play a vital role in helping our clients achieve their financial goals and aspirations.About the Role:Provide expert financial planning advice to clients, helping them make...
-
Financial Planning Specialist
4 weeks ago
Carlisle, Cumbria, United Kingdom Citrus Elite Recruitment Ltd Full timeUnlock Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner to join our dynamic team at Citrus Elite Recruitment Ltd. As a Financial Planner, you will play a vital role in helping our clients achieve their financial goals and aspirations.About the Role:Provide expert financial planning advice to clients, helping them make...
-
Financial Planning Assistant
4 weeks ago
Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full timeFinancial Planning Support OpportunityWe are seeking a skilled and detail-oriented individual to join our Financial Planning team as a support specialist. The successful candidate will provide comprehensive support to our financial planners, ensuring the smooth delivery of our services to clients.About the Role:Provide administrative support to our financial...
-
Financial Planning Assistant
4 weeks ago
Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full timeFinancial Planning Support OpportunityWe are seeking a skilled and detail-oriented individual to join our Financial Planning team as a support specialist. The successful candidate will provide comprehensive support to our financial planners, ensuring the smooth delivery of our services to clients.About the Role:Provide administrative support to our financial...
-
Financial Planning and Strategy Coordinator
4 weeks ago
Carlisle, Cumbria, United Kingdom https:www.energyjobline.comsitemap Full timeUnlock Your Potential in Financial PlanningAre you a seasoned Financial Planner or equivalent looking for a fresh opportunity to grow your career and network?We offer a supportive environment where you can build your potential and further your career, with a team approach to client acquisition and business development. You'll receive the training and...
-
Expert Financial Advisor
2 weeks ago
Carlisle, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout UsRachael Bell Wealth Management is dedicated to providing tailored financial solutions to our clients, empowering them to achieve their long-term goals.We are seeking an experienced Financial Planner to join our team, contributing to our mission of delivering exceptional client service and results-driven financial planning.Key Responsibilities:Develop...
-
Paraplanning Professional
3 weeks ago
Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full timeWe are seeking a skilled Paraplanning Professional to provide comprehensive support to our Financial Planning team. The ideal candidate will have a strong background in IFA administration or paraplanning, with a good understanding of Word, Excel, and Outlook. They will be responsible for researching and consolidating information into well-written reports,...
-
Paraplanning Professional
1 month ago
Carlisle, Cumbria, United Kingdom Fram Executive Search Full timeParaplanner/Trainee Paraplanner Job OpportunityWe are seeking a skilled Paraplanner or Trainee Paraplanner to join our client's Financial Planning team. As a Paraplanner, you will provide comprehensive support to Financial Planners, handling multiple client queries, researching and consolidating information, and managing tasks.Key Responsibilities:Provide...
-
Paraplanning Professional
1 month ago
Carlisle, Cumbria, United Kingdom Fram Executive Search Full timeParaplanner/Trainee Paraplanner Job OpportunityWe are seeking a skilled Paraplanner or Trainee Paraplanner to join our client's Financial Planning team. As a Paraplanner, you will provide comprehensive support to Financial Planners, handling multiple client queries, researching and consolidating information, and managing tasks.Key Responsibilities:Provide...
-
Paraplanning Professional
3 weeks ago
Carlisle, Cumbria, United Kingdom Fram Executive Search Full timeJob Summary:We are seeking a skilled Paraplanning Professional to provide comprehensive support to our Financial Planning team. As a key member of our team, you will work closely with Financial Planners to deliver exceptional client service and support.Key Responsibilities:* Research and consolidate information into well-written reports* Handle multiple...
-
Senior Paraplanning Professional
2 weeks ago
Carlisle, Cumbria, United Kingdom Fram Executive Search Full timeWe are seeking a skilled Paraplanning professional to join our client's Financial Planning team. The ideal candidate will have a strong background in IFA administration or paraplanning, with a proven track record of delivering high-quality support to Financial Planners.Main ResponsibilitiesResearch and consolidate information into well-written reportsHandle...
-
Asset Management Professional
3 weeks ago
Carlisle, Cumbria, United Kingdom https:www.energyjobline.comsitemap Full timeAre you a Financial Planner or equivalent looking for a fresh start? You will receive all the support and training required to build your potential and further your career, network, and clients. This includes a team approach to help with client acquisition - we work on business development and growth together - as well as supporting you to build long-term...
-
Senior Paraplanning Professional
7 days ago
Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full timeJob Role: ParaplannerAbout the Role: We are looking for a skilled Paraplanner to provide comprehensive support to our Financial Planning team. The ideal candidate will have extensive experience in IFA admin or paraplanning within a financial services firm.Key Responsibilities:Research and consolidate information into well-written reports.Handle multiple...
Financial Planner
2 months ago
At Six Degrees Recruitment Limited, we're on the hunt for a talented Financial Planner to join our team. As a key player in our client's success, you'll be responsible for providing expert financial guidance and support to help them achieve their goals.
About the Role- Develop and maintain strong relationships with clients, understanding their unique financial needs and objectives.
- Provide personalized financial planning and advice, leveraging your expertise to help clients make informed decisions.
- Collaborate with our team to identify new business opportunities and drive growth.
- Stay up-to-date with industry developments and regulatory requirements, ensuring you're always equipped to provide the best possible service.
- A competitive salary and generous bonus structure, reflecting your experience and expertise.
- Ongoing training and development opportunities to help you grow and succeed in your career.
- A dynamic and supportive team environment, where you'll have the chance to make a real impact.
- The chance to work with a variety of clients, from private individuals to corporate entities.
- Level 4 Qualification in Regulated Financial Advice (or equivalent).
- Relevant professional experience, ideally with a minimum of five years' experience.
- Working towards Level 6 Advanced Qualification (or equivalent).
If you're a motivated and experienced Financial Planner looking to take your career to the next level, we'd love to hear from you. Apply today to join our team and start unlocking your potential