Independent Financial Adviser

1 day ago

Carlisle, United Kingdom IDEX Consulting Full time

Job description My client is currently looking for an experienced Independent Financial Adviser to join their team in Carlisle.Our client is a highly-reputable advisory and professional services business with long standing presence in the north. With a history of delivering a truly tailored and scalable service to its clients, this is a great opportunity to join this firm.You will take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice.You will be supported with an established and growing Business Development, Marketing and Operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region.The successful candidate can expect to join a prestigious employer and brand in the region, be equipped with a proposition equipped to support clients in achieving their objectives, and receive a strong starting salary and bonus package.What will equip you for success in this role:A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions.A history of delivering quality, fee based advice to individuals across Pensions, Investments, Protection and complex case work.Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered statusTrack record in retaining and growing portfolios of business within Financial ServicesAble and willing to travel regionally to accommodate client facing appointmentsWhy you should apply:This is an opportunity to join a well-established Wealth Management practice with a supportive Professional Services practice that has significant lead opportunityGrowth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the regionCompetitive starting salary, bonus structure and packageFlexible working, with structured career and professional development initiatives.This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market.

  • Financial Adviser

    1 week ago

    Carlisle CA DA, United Kingdom Openwork UK Ltd Full time £30,000 - £60,000 per year

    The opportunityAs a Financial Adviser you will be part of a close-knit and supportive team providing advice and guidance across pensions, investments and protection. You will work collaboratively with the existing advisers and administration team to ensure a holistic financial service is provided to clients.You will join a supportive and collaborative office...

  • Independent Financial Advisor

    2 weeks ago

    Carlisle, United Kingdom Ferguson Dean Full time

    OverviewA highly respected, successful IFA practice in Carlisle region have been acquired by a leading regional Chartered firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £70m AUM to manage with most clients in the at retirement/retirement phase. All paraplanning and administration...

  • Independent Financial Advisor

    1 week ago

    Carlisle, Cumbria, United Kingdom Ferguson Dean Full time £100,000 - £120,000 per year

    A highly respected, successful IFA practice in Carlisle region have been acquired by a leading regional Chartered firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £70m AUM to manage with most clients in the at retirement/retirement phase. All paraplanning and administration will be...

  • Financial Examiner

    7 days ago

    Carlisle, United Kingdom Crown Prosecution Service Full time

    The Crown Prosecution Service is recruiting a financial examineracross England and Wales. If you’re looking for a career with real purpose, this is an opportunity for you. **About the Crown Prosecution Service** At the Crown Prosecution Service, we are responsible for delivering justice through the independent and effective prosecution of crime. As the...

  • Financial Advisor

    2 weeks ago

    Carlisle, United Kingdom Ortus PSR Ltd. Full time

    A rapidly growing wealth management business is expanding its Private Client division and is looking for an ambitious Financial Adviser to join its employed team. This is a rare opportunity to step straight into an established, warm client base while working fully remotely and benefiting from a modern, well-supported advice model. You’ll join a business...

  • Customer Adviser

    1 day ago

    Carlisle, Cumbria, United Kingdom Newcastle Building Society Full time

    About the roleWould you like to be part of a team who has won Best Regional Building Society for 9 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 for...

  • Financial Planning Assistant

    5 days ago

    Carlisle, United Kingdom Armstrong Watson Full time

    **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...

  • Customer Adviser

    7 days ago

    Carlisle, United Kingdom Newcastle Building Society Full time

    **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...

  • Customer Adviser

    5 days ago

    Carlisle, United Kingdom Newcastle Building Society Full time

    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...

  • Financial Planner

    2 weeks ago

    Carlisle, United Kingdom Idex Full time

    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...