Independent Financial Advisor

6 days 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 provided, allowing you to focus on provided exceptional client service.

Package

  • You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.

The company

  • Leading regional IFA business, with the backing of a Chartered regional powerhouse. Independent and Private client focused

The Role

  • Portfolio reviews with existing clients.
  • Working with the business owner to transition clients across.
  • Identifying other needs for clients, as well as any referrals possible
  • Maintaining up to date and compliant client files in conjunction with the technical team.
  • Keeping up to date CPD
  • Actively seeking out new client opportunities as required

The candidate

  • Diploma Level 4 as a minimum, ideally working towards Chartered
  • Ability to manage and maximise portfolios, in line with TCF and FCA requirements
  • Knowledge of general planning and also ideally VCT, EIS and IHT matter.
  • Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essential

Next steps

  • Apply with a CV to below email for confidential discussion and review of opportunity and process

  • Senior Parts Advisor

    2 days ago

    Carlisle, Cumbria, United Kingdom Lookers Motor Group Limited Full time

    Lookers VW CarlisleContract Type: Permanent, full-timeSalary: OTE £31,300(including basic of £28,000 plus bonus of £3300)Hours: 42 hours per week.Monday to Friday: 08:30-17:00 and Saturday on rota 08:30-12:30Are you a Parts Advisor in search of a new challenge? You have arrived at the right place, here at VW Carlisle we are on the hunt for a Parts...

  • Service Advisor

    4 days ago

    Carlisle, Cumbria, United Kingdom Lookers Motor Group Limited Full time £26,000 - £35,000 per year

    OverviewLocation: Volkswagen CarlisleContract type: Permanent, full-timeWorking hours: 8.00AM -5.30PM MONDAY TO FRIDAY 8.00AM-12NOON SATURDAY ON ROTA Salary: Up to £35k Including OTEWe're looking for a Service Advisor to join the team here at Volkswagen Carlisle. This role is offered on a permanent basis on a 42 hour per week contract including Saturday...

  • Service Advisor

    1 week ago

    Carlisle, Cumbria, United Kingdom Lookers Motor Group Limited Full time £29,000 - £38,000 per year

    OverviewLookers Carlisle NissanContract Type: Permanent, full-timeSalary: OTE up to £38,000 (uncapped), with basic of £29,000 to £32,000 per annum (depending on experience)Working Hours: 42 hours per week, Monday - Friday between 8.00am - 5.00pm, plus Saturday morning on rota basisLookers Carlisle Nissan is recruiting for an experienced and dedicated...

  • Financial Planning Consultant

    1 week ago

    Carlisle, Cumbria, United Kingdom Armstrong Watson Full time £25,000 - £40,000 per year

    About UsArmstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued...

  • Regional Financial Planning Manager

    1 week ago

    Carlisle, Cumbria, United Kingdom Armstrong Watson Full time £40,000 - £80,000 per year

    About UsArmstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued...

  • Regional Financial Planning Manager

    2 days ago

    Carlisle, Cumbria, United Kingdom Armstrong Watson Full time

    About UsArmstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued...

  • Part-Time HR Advisor

    4 days ago

    Carlisle, Cumbria, United Kingdom NXT Recruitment Full time £25,000 - £40,000 per year

    Part-Time HR AdvisorLocation: HaltwhistleHours: Monday to Friday, 8.30am – 12.00pm (Part-Time, Office Based)Contract: PermanentSalary: Depending on ExperienceWe're recruiting for a part-time HR professional to join a well-established manufacturing business based in Haltwhistle. This is a varied and rewarding role where you'll take ownership of HR across...

  • Site and Facilities Advisor

    2 days ago

    Carlisle, Cumbria, United Kingdom BAE Systems Full time

    *Job Title:*Site & Facilities Advisor*Location:*Barrow-in-Furness. Onsite*Salary:*£35,802+ depending on skills & experienceWhat You'll Be DoingResponsible for facilitating the project team stakeholders, requirements capture, develop of Statement of Requirements (SoR), liaise with Supply chain to develop procurement strategy/tender, tender review, obtain...

  • Arrears Management Advisor

    2 weeks ago

    Carlisle, Cumbria, United Kingdom Cumberland Building Society Full time £27,293 per year

    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 in...

  • Work Experience

    1 week ago

    Carlisle, Cumbria, United Kingdom Armstrong Watson Full time £20,000 - £40,000 per year

    About Us​Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and...