Financial Services Consultant

Job OverviewWe are looking for a Financial Planning Consultant to join our team at IDEX Consulting. The successful candidate will be responsible for providing expert financial planning advice to clients while ensuring compliance with regulatory requirements.Key Responsibilities:Develop and implement comprehensive financial plans for clients.Work closely with...

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...

Company OverviewWe are First Command, a financial services organization dedicated to serving military families. Our mission is to provide comprehensive financial solutions tailored to the unique needs of our clients.We value leadership, entrepreneurship, and professional growth. Our team of experts works closely with local organizations, military units, and...

Agility Resourcing offers an exciting opportunity for a motivated individual to develop their skills in accounting and bookkeeping. As a Trainee Financial Analyst, you will be part of a dynamic and supportive team that provides exceptional financial services to diverse clients.The role involves assisting senior accountants with financial statements, tax...

Role OverviewThe Banking and Finance Expert will play a crucial role in driving business growth through the sale of banking services and solutions to key clients. This role requires a deep understanding of financial markets, products, and services, as well as excellent relationship-building and communication skills.Key ResponsibilitiesSales and marketing of...

Job Title: Paraplanner/ AdministratorWe are partnering with a local, Chartered Financial Planning firm based in the region. They offer excellent benefits and pride themselves on caring for their employees and candidates alike, providing a high level of quality and expertise.Main Responsibilities:Support Financial Planners in arranging and preparing for...

Job ResponsibilitiesDrive the growth of Current and Savings Account deposits through effective marketing and promotion initiatives.Generate interest income and fees income through cross-selling of Cash Management Solutions and Treasury products, such as Structured Deposits, Maxi-yield, Foreign Exchange, and Bancassurance products.Acquire new bank customers...

With over 30 years of industry experience, Casa is partnering with Everi Pty to find a Trust Account Administrator who can provide exceptional service. This role involves overseeing daily financial operations, promoting data integrity, and providing property support. You will have the opportunity to work with a reputable commercial specialist and enjoy a...

Trainee Financial Services Specialist Job Opportunity£25,000 - £30,000 per year salary, depending on experienceAbout the Company:The Cumberland Building Society is a leading financial institution that provides a range of services to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships...

**Career Opportunity: Senior Mortgage Consultant**We are seeking a highly motivated and experienced Senior Mortgage Consultant to join our team at Just Mortgages.This is a unique opportunity for a self-employed professional to build their own thriving mortgage business with the support of a leading UK mortgage broker.The ideal candidate will have a proven...

Job DescriptionAs a Farm Services Consultant, you will work closely with our experienced team to deliver high-quality services to farming businesses in the Carlisle area.You will be responsible for providing technical training and support, as well as opportunities for continuous learning and personal development.Main Responsibilities:Deliver exceptional...

MERJE Ltd is seeking an experienced Financial Services Audit Manager to lead risk-themed audits and contribute to the organisation's risk management strategy. The ideal candidate will have a strong background in financial services and excellent communication skills.The company offers a competitive salary of £80,000 - £100,000 per annum, depending on...

We are committed to helping military families achieve financial stability at First Command. Our Veteran Financial Coaches engage with the military community, partnering with local organizations and affiliates to provide holistic financial guidance.As a key member of our team, you will work closely with military families to build personalized financial plans,...

Sellick Partnership Limited - Private Practice is seeking an experienced Financial Services Professional to join their team in Carlisle for a two-week assignment.Key DetailsPosition: Private Client Locum SolicitorLocation: Cumbria (remote work available after the first day)Duration: 14 daysSalary: £55-65 per hourThe successful candidate will be required to...

Role OverviewThis role is a fantastic opportunity to work with Heidi Wright Recruitment Limited as a Procurement and Financial Services Officer. Your responsibilities will include:Managing procurement activities, including purchasing and budgetingProcessing financial transactions, including invoices and bank reconciliationsProducing financial reports to...

We are looking for a highly skilled financial services manager to join our team in Carlisle. The ideal candidate will have a strong background in accountancy, with a minimum of 6 years of experience.This role involves preparing accounts for limited companies, corporation tax computations, and other duties commensurate with experience. You will be responsible...

About the RoleAgility Resoucing is seeking a talented Junior Accounting Specialist to join our dynamic team. As a key member of our finance department, you will be responsible for performing various financial tasks, including data entry, reconciliations, and report generation.ResponsibilitiesData Management:Manage and maintain accurate financial records,...

At Dodd & Co Services Limited, we are seeking a highly skilled Financial Audit Expert to join our team.About the RoleThis exciting opportunity has arisen due to continuing demand for our audit services. As a key member of our team, you will be responsible for all aspects of audits from planning through to completion.You will lead on-site audit teams across a...

MERJE is looking for a highly skilled Audit Manager to join our team at a leading Building Society. As a key member of the internal audit team, you will play a crucial role in leading risk-themed audits and developing internal audit capabilities.The ideal candidate will possess a strong background in financial services and excellent communication skills,...

About United Overseas Bank LtdUnited Overseas Bank Ltd is a leading financial institution in Asia with a global presence across 19 countries and territories. As a senior financial services manager, you will play a key role in driving the growth of current and savings account deposits.As a member of our team, you will have the opportunity to work closely with...