Financial adviser jobs in CarlisleCreate job alerts

My client is currently looking for an experienced Independent Financial Adviser to join their team in Carlisle. Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status Track record in retaining and growing portfolios of business within Financia...

It has trained over 30 advisers with no prior financial planning experience. WHAT YOU'LL NEED You should have around 2 years of post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications. Those clients need an adviser, and that adviser will be you.

View these similar available jobs instead: Date Added: 23 May 2025 Job DescriptionTrainee Maths Teacher Salaried PGCE with QTSSalary:£25,000Start Date:September 2025Location: Carlisle (with other Trust schools available in different areas)Are you ready to take the first step into a rewarding t...

Proven experience as a Financial Adviser with a track record of client relationship development. Financial Adviser (Self-Employed) – East Anglia. If you're a driven adviser looking for autonomy, high-quality support within a growing, reputable firm, let’s talk.

F680; Financial Adviser (Self-Employed) – East Anglia. We are partnering with one of the UK’s largest and most respected Accountancy practices as they continue to grow their financial planning division across East Anglia. F539; Provide holistic, independent financial advice to new and ex

Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm based in Leamington Spa on an Independent Financial Adviser role. Recruit UK are working on an excellent opportunity for a Financial Adviser in Leamington Spa to join a leading UK wide Ind...

You will have some experience in the financial services industry and will be able to offer an expert, personalized service for our customers’ financial future. Prepare customers for their follow-up meeting with the Financial Adviser by gathering and entering relevant information into our customer...

Trainee Mortgage Adviser (CeMap or RO1 Qualified) - Self employed Location: Hammersmith Full time/office based We at Capricorn Financial, are at the top of our industry, fast-paced and fast growing. As part of Openwork, one of the largest financial advisory networks in the UK, we have access to a...

Direct message the job poster from Tunley Financial. Tunley Financial offers free mortgage and protection advice from a trusted broker. We aim to provide reliable and trustworthy financial advice to all our clients.

Social network you want to login/join with: Fed up of the same financial advisory opportunities from the same companies doing business the same way they were in 2005? As a fintech financial advisory business, we utilise technology so our advisers can spend as much time as possible speaking to cli...

Financial Adviser (IFA) - London, Harrow. Financial Adviser (IFA) - London, Harrow. Our client is looking to welcome a Financial Adviser to their team based in Harrow.

AFH Wealth Management is proud to be oneof the UK’s leading independent financial advisory and wealth management firms. Conduct in-depth annual reviews of clients' financial circumstances reviewing the clients’ current arrangements and identifying future aims, objectives and new business opportu

Lead and manage the Titan Wealth Adviser Academy, including recruitment, training, and development of financial advisers and paraplanners. This role involves overseeing the training and development of financial advisers and paraplanners ensuring they are equipped with the skills and knowledge to ...

Most of our advisers deliver advice remotely throughout the UK.

The Protection Adviser will be responsible for providing expert advice on financial protection, assessing client needs, recommending suitable protection products, and helping clients secure their financial future. This is a full-time remote role for a Protection Adviser at Kalon Financial. Kalon ...

Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm based in Leamington Spa on an Independent Financial Adviser role. Recruit UK are working on an excellent opportunity for a Financial Adviser in Leamington Spa to join a leading UK wide Ind...

Join Wesleyan as a Specialist Financial Adviser and you’ll discover a strong, supportive culture that values your personal goals as much as our clients’. Join Wesleyan as a Specialist Financial Adviser and you’ll discover a strong, supportive culture that values your personal goals as much as

At the end of our Academy programme, you'll have the opportunity to join our advice business, Quilter financial advisers, as a self-employed adviser. A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. Quilter Full-Time Financial Adviser Pro...

Our brand new client is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations. Prov...

You will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. Recruit UK are working on an excellent opportunity for a Financial Adviser in Leamington Spa to join a leading UK wide Indepen...

Financial Adviser (Self-Employed) – East Anglia. Proven experience as a Financial Adviser with a track record of client relationship development. Financial Adviser (Self-Employed), Norfolk.

Are you ready to build a rewarding career in financial advisory? At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning. Successful candidates must be prepared to relocate to one of our international offices to und...

Type of Position: Trainee Financial Adviser - Cheshire. Trainee Financial Adviser - Cheshire. Our client is looking to welcome a Trainee Financial Adviser into their team in Cheshire, to advise clients as appropriate to their circumstances and objectives.

Operating in Canary Wharf, Pinnacle Wealth Management has further expansion plans and is looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. This is a fantastic opportunity for an experienced or aspiring fi...

One of our Strategic Partner firms at Quilter Financial Planning, based in Lincolnshire, is currently looking for experienced advisers to join their team. Proven experience as a financial planner. Ability to analyze financial information and comply with regulations.

How to become a financial adviser: You don’t need to be great at maths or have knowledge of the financial sector to become a successful financial adviser – if you have an entrepreneurial spirit, the desire to learn and strong interpersonal skills, together we can make it happen. James’s Place

James’s Place Financial Adviser Academy offers an industry-leading programme that supports and trains new advisers to achieve the qualifications and skills they need for a successful career in financial advice and the launchpad to grow your own business. You don’t need to be great at maths or ha

James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. Who we’re looking for: Looking for your next logical step in your career and can demonstrate that you are proactive, energetic, and ambitious Customer centric approach and minds

If you've already achieved your Level 4 diploma in financial advice but have not worked as a financial adviser, we can help. Our 13-week bridging programme is designed to give you the skills needed to launch your career as a financial adviser. Quilter’s Financial Adviser Academy is designed to fa...

At the end of our Academy programme, you'll have the opportunity to join our advice business, Quilter financial advisers, as a self-employed adviser. If you can answer YES to these questions, we’d love to speak to you: I’m looking to start my own business as a financial planner I’m looking to

Paraplanner / Trainee Financial Adviser. Achieved/working towards CII Level 4 Diploma in Regulated Financial Planning, followed by CII Level 6 Chartered Financial Planner, must include CII AF5 qualification (essential). Paraplanner / Trainee Financial Adviser.

In the meantime, here are a few of the things you may be doing as a financial adviser: Generating new client opportunities Ensuring clients make wise and profitable decisions to meet their financial goals Preparing sound financial plans to ensure clients meet their targets Advising clients on cur...

Type of Position: Trainee Financial Adviser - Cumbria. Trainee Financial Adviser - Cumbria. Our client is looking to welcome a Trainee Financial Adviser into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives.

These advisers are in the main, trainee advisers on the Saltus Financial Planner Pathway and PAD provides them the experience to complete their stage 1 and stage 2 competent adviser status (CAS) assessments before continuing to develop as an adviser in PAD or moving to Premier and managing their ...

Our client is looking to welcome a Financial Adviser on their team based in Harrow. Comply with the Financial Services and Markets Act 2000, FCA Conduct Rules, and relevant regulations.

Trainee Mortgage Adviser (CeMap or RO1 Qualified) - Self employed Location: Hammersmith. Full time/office based We at Capricorn Financial, are at the top of our industry, fast-paced and fast growing. As part of Openwork, one of the largest financial advisory networks in the UK, we have access to ...

Type of Position: Financial Adviser - Hertfordshire. Financial Adviser - Hertfordshire. Our client is looking to welcome a Financial Adviser into their team in Hertfordshire, to advise clients as appropriate to their circumstances and objectives.

Adviser Management & Development Develop relationships with all Financial Advisers across the business and foster excellent internal inter-team relationships Identify, recruit and retain Financial Advisers to support the business targets Manage Advisory Team KPIs – weekly, monthly and annually Le...

Are you an experienced financial adviser looking to inherit an already successful book of business?. A multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. This individual needs solid experience of working as a ...

Fusion Financial are a dynamic financial advisory firm who are committed to delivering expert financial guidance to individuals and businesses alike. Reporting directly to the Directors, you will be required to assist the Head of Fusion Financial and other advisers. We are looking for an experien...

Type of Position: Financial Adviser - Cornwall. Our client is looking to welcome a Financial Adviser into their team in Cornwall, to advise clients as appropriate to their circumstances and objectives. Complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA State...

Independent Financial Adviser (IFA). We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision. The chance to be part of a joined-up legal and financial planning busine...

Proven working experience as a Financial Adviser, Financial Planner or relevant experience. Assess client’s overall financial picture, understand their needs and develop a solid financial plan. Financial Adviser (Qualified) - Cumbria.

Those clients need an adviser, and that adviser will be you. It has trained over 30 advisers with no prior financial planning experience. You should have around 2 years of post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications.

My client is currently looking for an experienced Independent Financial Adviser to join their team in Carlisle. 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-esta...

Proven working experience as a Financial Adviser, Financial Planner or relevant experience. Financial Adviser (Qualified) - Cheshire. Assess client’s overall financial picture, understand their needs and develop a solid financial plan.

As a fintech financial advisory business, we utilise technology so our advisers can spend as much time as possible speaking to clients making us the leading hybrid Independent Financial Adviser (IFA) in the United Kingdom. We are currently recruiting financial advisers to join our team and work u...

You may be an experienced Financial Adviser who is ready for a new opportunity, or you may be a newly qualified Adviser, or indeed looking to make the move from Mortgages or Wills into investments and pensions. Financial Adviser (with leads provided). If you are a talented and hungry Financial Ad...