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\n Carlisle or Workington \n Full time | Permanent \n Are you an experienced practice accountant who enjoys being hands-on, building strong client relationships, and genuinely making a difference to owner-managed businesses? \n Due to continued growth, we're looking for a Client Relationship Manager to join our team. This is a varied role that combines technical accountancy work with proactive client management, giving you the opportunity to become a trusted adviser to a portfolio of businesses across a range of sectors. \n This is a genuinely hands-on role. We're looking for someone who enjoys the technical aspects of practice and is comfortable taking work from client records through to completed accounts, producing management information and supporting clients with their ongoing accounting requirements. The Role \n As a Client Relationship Manager, you'll take ownership of a portfolio of SME clients, delivering a high standard of service while building long-term relationships and identifying opportunities to add value. \n Responsibilities will include: \n\n • \n Preparing and reviewing statutory accounts for a varied portfolio of clients \n • \n Producing management accounts and financial information to support business decision-making \n • \n Preparing and reviewing VAT returns and ensuring accurate financial records are maintained \n • \n Working closely with clients to understand their businesses and provide practical, commercial advice \n • \n Supporting clients with profitability, cash flow and business performance improvements \n • \n Managing client queries and delivering a proactive, high-quality service \n • \n Identifying opportunities to provide additional services and support to clients \n • \n Collaborating with colleagues to continually improve processes and contribute to business growth \n • \n Keeping up to date with changes in accounting standards, legislation and best practice \n About You \n We're looking for an experienced practice professional who enjoys both the technical and relationship aspects of accountancy. \n You'll ideally have: \n\n • \n ACA or ACCA qualified, or qualified by experience (QBE) \n • \n A strong background within accountancy practice, managing a varied portfolio of clients \n • \n Excellent technical accounting skills, with the ability to prepare statutory accounts and financial information from client records through to completion \n • \n Experience producing management accounts, VAT returns and supporting clients with day-to-day financial reporting requirements \n • \n Confidence working across all aspects of accounts preparation and advising clients on their financial performance \n • \n Strong commercial awareness and the ability to identify opportunities to add value for clients \n • \n Excellent communication skills and the ability to build trusted relationships with business owners \n • \n A proactive, organised approach with strong attention to detail \n What's in it for You? \n\n • \n Salary circa £50,000, depending on experience \n • \n Performance-related bonus scheme \n • \n Paid overtime \n • \n Ongoing CPD and professional development opportunities \n • \n Regular team social events throughout the year \n • \n The opportunity to work with a highly respected and long-established independent accountancy firm \n • \n A varied and rewarding role where you can make a genuine impact for both clients and the wider business \n\n If you're an experienced practice accountant who enjoys rolling up your sleeves, delivering high-quality work and becoming a trusted adviser to clients, we'd love to hear from you.

Trainee Health and Safety Manager – No Experience Needed \n Future-proof your career in Health and Safety – starting today. \n \n Looking for a career change? Currently employed but want something better? Or maybe you are between jobs and ready for a fresh start? ITOL Recruit’s Health and Safety Traineeship is designed to get you into a critical industry with zero experience required. \n Train online at your own pace and land your first health and safety role in 1-3 months. \n Please note this is a training course and fees apply \n Job guaranteed - complete the programme and get a job or get your money back. \n Our candidates earn £30,000-£45,000. \n \n Why Health and Safety \n Every workplace in the UK has a legal duty to protect its employees, which is why health and safety professionals are in constant demand. From construction and logistics to healthcare and corporate offices, skilled specialists are essential to reducing risks, ensuring compliance, and safeguarding staff. \n This demand translates into competitive salaries, career progression, and long-term job security. \n \n How It Works \n Step 1 – IOSH Managing Safely \n Begin with IOSH Managing Safely, an internationally recognised course designed for managers and supervisors. You will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. \n Step 2 – NEBOSH General Certificate \n Build on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems. It’s one of the most widely recognised certifications across industries and opens the door to mid-level health and safety roles. \n Step 3 – Risk Assessments \n Next, you’ll complete a series of workplace-standard risk assessments. This step focuses on the practical application of everything you’ve learned, ensuring you canidentify hazards, evaluate risks, and recommend control measures. \n Step 4 – Job Placement \n Once qualified, our recruitment team works with you directly to prepare applications, set up interviews, and secure your first role in health and safety. \n \n What You Get \n\n • 100% online, self-paced training\n, • NEBOSH & IOSH certifications included\n, • 1-to-1 tutor and recruitment support\n, • Job guarantee – get a job or your money back\n, • Starting salary of £30,000–£45,000\n\n \n \n We Get You Hired \n We're not new to this. ITOL Recruit has 15+ years of experience and has placed over 5,000 people into new roles. \n Our job programmes include certified tutors, UK-accredited qualifications, and one-on-one support from a recruitment adviser focused on placing you. \n We don't believe in empty promises. Complete our programme, follow the process, and if you don't land a job, you get your money back. \n "Eight weeks from complete beginner to Health and Safety Officer. The training was thorough and the job support was exceptional." – Chris M., now working as a Health and Safety Officer in Manchester \n \n Ready to Start? \n If you're detail-oriented, care about people's wellbeing, and want a career that makes a difference, we'll help you turn that into a role you can be proud of. \n Apply now, and one of our expert Career Advisors will be in touch within 4 working hours to guide you through your next steps.

\n Carlisle or Workington \n Full Time | Permanent \n Are you an experienced Personal Tax professional looking for an opportunity to join a highly respected firm where your expertise is valued and you can build a long-term career? \n We're recruiting on behalf of a highly regarded, long-established accountancy and business advisory firm with an excellent reputation across Cumbria. Known for building lasting relationships with both clients and employees, this is a business where people genuinely enjoy what they do, support one another and build rewarding careers. \n This is a fantastic opportunity to take ownership of a well-established personal tax portfolio within a friendly and collaborative team. You'll play a key role in delivering expert advice and exceptional service to a broad range of clients, including company directors, business owners and high-net-worth individuals. \n The role: \n\n • \n Managing a substantial portfolio of personal tax clients \n • \n Preparing and reviewing approximately 700 personal income tax returns \n • \n Advising clients on personal income tax matters and tax planning opportunities \n • \n Providing guidance on Capital Gains Tax and Inheritance Tax matters \n • \n Preparing and reviewing P11Ds and advising on benefits in kind \n • \n Building strong relationships with clients and acting as a trusted adviser \n • \n Working closely with colleagues across the wider tax and accounts teams \n • \n Ensuring compliance with changing legislation and identifying opportunities to add value to clients \n • \n Supporting process improvements and maintaining high standards of client service \n\n About you: \n\n • \n Previous experience within personal tax, ideally gained within an accountancy practice environment \n • \n ATT qualified, studying towards ATT or qualified by experience \n • \n Strong technical knowledge of personal taxation, including Capital Gains Tax and Inheritance Tax \n • \n Experience of preparing and reviewing personal tax returns and P11Ds \n • \n Excellent attention to detail and a highly organised approach \n • \n Strong communication skills and the ability to build lasting client relationships \n • \n A proactive, service-focused mindset and the confidence to advise and support clients effectively \n\n What's on offer? \n\n • \n Salary up to £50,000 depending on experience \n • \n Generous performance-related bonus scheme \n • \n Paid overtime \n • \n Flexible working arrangements \n • \n Ongoing CPD and opportunities for professional development \n • \n Regular team and social events, including summer and Christmas celebrations \n • \n A comprehensive benefits package \n • \n The opportunity to join a highly regarded, people-focused business where your contribution is genuinely valued \n\n If you're looking for a personal tax opportunity that offers variety, autonomy and the chance to develop your career within a highly respected and supportive firm, we'd love to hear from you.

\n Corporate Tax Director\n Department: Tax \n Employment Type: Full Time \n Location: Carlisle Description\n Build something exceptional, with us... Our ambition is clear and openly bold. Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like‑minded firms. But growth alone is not the goal. Reputation is. And reputation is earned, not inherited. Our strategic intent is simple to say and hard to deliver. To become the most respected adviser to privately owned businesses in the North and the UK. The firm business owners talk about. The firm lawyers and bankers recommend without hesitation. To achieve this, we are building the best Accounting and Financial Advisory firm to deal with, not just in the North, but across the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do. These are not slogans; they are standards we hold ourselves to every day. At our core, we exist for one reason, to help our clients achieve prosperity, a secure future, and peace of mind. This strategy sets the direction. Our people, our values‑led culture, and our standards will deliver it. We are looking for people who want more than the next job. People who care deeply about standards and professionalism, doing work they are proud to put their name to, building long‑term client relationships, and being part of a firm with real momentum and intent. \n This is a rare opportunity to step into a senior leadership role within a collaborative, ambitious, and fast‑developing team. Based in Carlisle, you will influence the strategic direction of our Corporate Tax offering, work closely with our Partners, and play a key role in driving business development and team capability across the region. This is your opportunity to: influence the growth trajectory of a respected regional firm with national reach; own and grow a high‑quality portfolio with plenty of scope for expansion; work with an inspiring senior team that values collaboration, innovation, and technical excellence; shape and develop a growing Corporate Tax team, making your mark as a leader; enjoy the autonomy of a director role while being fully supported in your career progression. The Role\n The main elements of this role will include: \n \n • Acting as the lead Tax Relationship Director for a portfolio of valued clients, building long‑term, trusted advisor relationships\n, • Delivering and prioritising all relevant client work and ensuring effective workflow for your team\n, • Overseeing delivery of complex advisory work, ensuring exceptional quality, commercial value, and efficient workflow across your team\n, • Agreeing scope and fees with confidence, ensuring transparency and strong fee recovery from the outset of each project\n, • Championing communication, keeping clients and internal stakeholders closely updated throughout each engagement\n, • Lead meetings and future‑planning conversations, identifying additional opportunities to support clients\n, • Ensuring all work is delivered to scope, budget, and Armstrong Watson’s high professional standards\n, • Driving business development, supporting firm‑wide growth targets and helping us expand our market share in Cumbria and beyond\n, • Coaching, mentoring and developing talented tax professionals, shaping the next generation of Corporate Tax expertise within the firm\n \n Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy. The Candidate\n In order to fulfil the responsibilities of the position, we would like candidates to be / have: \n \n • CTA qualified or hold an equivalent qualification\n, • Seen as a thought leader in their area of expertise to the external marketplace\n, • A Full UK Driving Licence\n The Benefits\n In return for your hard work helping us shape our future growth and development, we will provide a competitive salary and a positive benefits package which includes: \n \n • Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection\n, • Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year\n, • Smart Working Policy, giving you the ability to balance home and remote working\n, • Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)\n, • Employee Assistance Programme (24/7 confidential support for wellbeing and health)\n, • Paid flu jabs and eye tests\n, • Introductory Commission Scheme (financial reward if you refer a new client)\n, • Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral\n, • Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials\n, • Paid professional membership fees\n \n In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further. When you're with us... we're with you. \n #J-18808-Ljbffr

⭐️Regional Manager \n 📍Cumbria \n 💰c.£90,000 + Bonus + Benefits \n \n Our client is a leading national Independent Financial Advice firm, providing high-quality, client-centric financial planning solutions across the UK. Due to continued growth, they are seeking an experienced and commercially minded Regional Manager to oversee and support a network of Independent Financial Advisers within a defined region. \n \n As Regional Manager, you will be responsible for the leadership and performance of a panel of IFAs. You will act as a trusted business partner to advisers, driving growth, improving quality, and ensuring regulatory standards are consistently met. \n \n Role & Responsibilities: 📋 \n \n\n • Lead, manage, and support a regional panel of Independent Financial Advisers\n, • Drive adviser performance through coaching, mentoring, and regular reviews\n, • Ensure advisers operate in line with FCA regulations, company policies, and compliance standards\n, • Monitor business quality, file standards, and client outcomes\n, • Support recruitment, onboarding, and development of new advisers\n, • Identify growth opportunities and implement regional business plans\n, • Act as a key liaison between advisers and head office functions (Compliance, Operations, Paraplanning, Sales Support)\n, • Maintain strong relationships with advisers, promoting engagement and retention\n\n \n Do you have the following to apply? ✅ \n \n\n • Proven experience in a Regional Management (or similar) role\n, • Strong understanding of UK financial advice regulations and compliance requirements\n, • Minimum Level 4 Diploma in Financial Planning (or equivalent)\n, • Demonstrated ability to lead, motivate, and develop advisers\n\n \n Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. \n \n Clayton Davies is acting as an employment agency on behalf of our client.

?? Carlisle or Workington?? Full time | PermanentAre you an experienced practice accountant who enjoys being hands-on, building strong client relationships, and genuinely making a difference to owner-managed businesses?Due to continued growth, we're looking for a Client Relationship Manager to join our team. This is a varied role that combines technical accountancy work with proactive client management, giving you the opportunity to become a trusted adviser to a portfolio of businesses across a range of sectors.This is a genuinely hands-on role. We're looking for someone who enjoys the technical aspects of practice and is comfortable taking work from client records through to completed accounts, producing management information and supporting clients with their ongoing accounting requirements.The Role As a Client Relationship Manager, you'll take ownership of a portfolio of SME clients, delivering a high standard of service while building long-term relationships and identifying opportunities to add value.Responsibilities will include:Preparing and reviewing statutory accounts for a varied portfolio of clientsProducing management accounts and financial information to support business decision-makingPreparing and reviewing VAT returns and ensuring accurate financial records are maintainedWorking closely with clients to understand their businesses and provide practical, commercial adviceSupporting clients with profitability, cash flow and business performance improvementsManaging client queries and delivering a proactive, high-quality serviceIdentifying opportunities to provide additional services and support to clientsCollaborating with colleagues to continually improve processes and contribute to business growthKeeping up to date with changes in accounting standards, legislation and best practiceAbout You We're looking for an experienced practice professional who enjoys both the technical and relationship aspects of accountancy.You'll ideally have:ACA or ACCA qualified, or qualified by experience (QBE)A strong background within accountancy practice, managing a varied portfolio of clientsExcellent technical accounting skills, with the ability to prepare statutory accounts and financial information from client records through to completionExperience producing management accounts, VAT returns and supporting clients with day-to-day financial reporting requirementsConfidence working across all aspects of accounts preparation and advising clients on their financial performanceStrong commercial awareness and the ability to identify opportunities to add value for clientsExcellent communication skills and the ability to build trusted relationships with business ownersA proactive, organised approach with strong attention to detailWhat's in it for You? Salary circa £50,000, depending on experiencePerformance-related bonus schemePaid overtimeOngoing CPD and professional development opportunitiesRegular team social events throughout the yearThe opportunity to work with a highly respected and long-established independent accountancy firmA varied and rewarding role where you can make a genuine impact for both clients and the wider businessIf you're an experienced practice accountant who enjoys rolling up your sleeves, delivering high-quality work and becoming a trusted adviser to clients, we'd love to hear from you.TPBN1_UKTJ

Things haven’t quite gone to plan have they? You love being a financial planner but you’re at the stage of your career where you need support. You need access to clients. You need direction. In short you need a business to invest in you and provide the structure and resources for you to develop. One that pays a salary and puts clients in front of you - not expect you to find them yourself. This firm will do all of that. This national business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 40 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. But that choice is yours. In the meantime you'll get a proper income. In year one you'll earn £48,750 - £50,750 and that's without a sales bonus. By year two that will be up to £53,000 per annum without sales bonus. It's a unique remuneration package that works like this: • A starting salary of £36,000 - £38,000 (depending on experience), • A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards) Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. In terms of onboarding and training you couldn't ask for a better, more structured environment. It is one that has trained and developed over 30 advisers already who had no previous financial planning advice experience. Imagine how good they’ll be for you. After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a profitable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around. WHAT YOU'LL NEED You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable level 4 qualifications. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands. -------------------------------------------------------------------------------------- Feel ready to become the adviser you know you can be? Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Client Relationship Manager - Accountancy Practice Carlisle - Cumbria Competitive Salary + Excellent Benefits About the Company W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established independent practices, delivering tailored talent solutions that drive business performance. We are partnering with a highly regarded and well-established boutique accountancy practice based in Carlisle, supporting a broad portfolio of owner-managed and family businesses across Cumbria and the wider region. The firm delivers a fully integrated service offering spanning accountancy, tax planning, profit improvement, and long-term wealth and asset advisory. This is a client-focused, advisory-led environment where relationships, commercial insight, and proactive advice sit at the centre of the service model. The Role As Client Relationship Manager, you will take ownership of a portfolio of owner-managed and family business clients, acting as their trusted adviser and primary point of contact. This is a hybrid role combining high-quality compliance delivery with proactive advisory support. You will work closely with business owners to improve profitability, manage tax efficiently, and support wi...

You’re not asking for the earth. But you’re level 4 qualified and ready to be an adviser. You’re fed up of false promises, glass ceilings and waiting around. The best way to learn is to do, but no one is giving you the chance. They are now. This business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 30 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll develop your own client base. And when you’re ready, you have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. In the meantime you'll get a proper income. In year one you'll earn £42,750 - £44,750 and that's without a sales bonus. It's a unique remuneration package that works like this: • A starting salary of £30,000 - £32,000 (depending on experience), • A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards) Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. In terms of onboarding and training you couldn't ask for a better, more structured environment. There's an initial residential 4 week training course. You'll then join the team under the supervision of the Training & Competence department. They'll supervise everything you do until you achieve Competent Adviser Status. There's no throwing you in at the deep end here. After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a stable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around. WHAT YOU'LL NEED Level 4 status via the CII, LIBF or CISI. It's as simple as that. Industry experience is useful but we've placed people who are level 4 and don't have experience. You could be a mortgage/protection adviser, paraplanner or administrator. Or you could be a second careerist. It's more about you than your background. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands. -------------------------------------------------------------------------------------- Feel ready to become the adviser you know you can be? Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

A prominent financial services firm is seeking a Self Employed Mortgage and Protection Adviser. The role offers flexibility, with commission potential between 75-85% on banked income, allowing you to craft your own salary. Responsibilities include providing mortgage and protection advice, managing client applications, and nurturing new business. Candidates should hold a CeMAP qualification and have at least 24 months of brokerage experience. This is an opportunity to achieve your financial goals while ensuring an excellent customer experience. #J-18808-Ljbffr

??Carlisle or Workington ??Full Time | Permanent Are you an experienced Personal Tax professional looking for an opportunity to join a highly respected firm where your expertise is valued and you can build a long-term career? We're recruiting on behalf of a highly regarded, long-established accountancy and business advisory firm with an excellent reputation across Cumbria. Known for building lasting relationships with both clients and employees, this is a business where people genuinely enjoy what they do, support one another and build rewarding careers. This is a fantastic opportunity to take ownership of a well-established personal tax portfolio within a friendly and collaborative team. You'll play a key role in delivering expert advice and exceptional service to a broad range of clients, including company directors, business owners and high-net-worth individuals. The role: Managing a substantial portfolio of personal tax clients Preparing and reviewing approximately 700 personal income tax returns Advising clients on personal income tax matters and tax planning opportunities Providing guidance on Capital Gains Tax and Inheritance Tax matters Preparing and reviewing P11Ds and advising on benefits in kind Building strong relationships with clients and acting as a trusted adviser Working closely with colleagues across the wider tax and accounts teams Ensuring compliance with changing legislation and identifying opportunities to add value to clients Supporting process improvements and maintaining high standards of client service About you: Previous experience within personal tax, ideally gained within an accountancy practice environment ATT qualified, studying towards ATT or qualified by experience Strong technical knowledge of personal taxation, including Capital Gains Tax and Inheritance Tax Experience of preparing and reviewing personal tax returns and P11Ds Excellent attention to detail and a highly organised approach Strong communication skills and the ability to build lasting client relationships A proactive, service-focused mindset and the confidence to advise and support clients effectively What's on offer? Salary up to £50,000 depending on experience Generous performance-related bonus scheme Paid overtime Flexible working arrangements Ongoing CPD and opportunities for professional development Regular team and social events, including summer and Christmas celebrations A comprehensive benefits package The opportunity to join a highly regarded, people-focused business where your contribution is genuinely valued If you're looking for a personal tax opportunity that offers variety, autonomy and the chance to develop your career within a highly respected and supportive firm, we'd love to hear from you. TPBN1_UKTJ