Financial Advisor

A leading regional financial planning firm are looking for an additional Adviser to join their team in Carlisle to cover Cumbria. With an established Planning team and one to one in the paraplanning function you will work on a portfolio from a retiring Adviser. Clients can be from accumulation phase through to post retirement with no defined lower or upper limit. You will receive a portfolio of c. 40m AUM with clients broadly in the 300k to 3m space.PackageYou will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.The companyLeading regional IFA firm in Carlisle.The RolePortfolio reviews with existing clients.Working with partners in the professional practice to identify additional opportunities.Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.Maintaining up to date and compliant client files in conjunction with the technical team.Keeping up to date CPDActively seeking out new client opportunities as requiredThe candidateDiploma Level 4 as a minimum, ideally working towards CharteredAbility to manage and maximise portfolios, in line with TCF and FCA requirementsKnowledge of general planning and also ideally VCT, EIS and IHT matter.Next stepsApply with a CV to below email for confidential discussion and review of opportunity and processJBRP1_UKTJ

Created: 2025-09-09