trainee financial advisor jobs in Cumbria

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AAT Trainee Accountant

Armstrong Watson
Kendal

You will work alongside our current apprentices who are progressing through their studies and experienced team members, who will provide you with daily assistance, foster your growth, and support your development.

You will be eligible for exemptions from some exams which means you will be on a fast track to become a Chartered Accountant.

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4 hours ago

Service Advisor

Arnold Clark.
Carlisle CA3 0HE

We are currently recruiting for a new Service Advisor to help us at our Hyundai/Geely branch in Carlisle. We offer: - 33 days' holiday allowance with room to grow - Generous retail discounts - Private healthcare - Simplyhealth - all employees have access to a GP 24/7 and can claim money back on medical and dental treatments - Pension scheme - Maternity and paternity packages - Opportunities for...

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2 hours ago
Hybrid

Independent Domestic and Sexual Violence Advisor

Victim Support
Carlisle CA5 7DG

We have an exciting opportunity for a Independent Domestic & Sexual Violence Adviser (IDSVA) to join the team in Cumbria, working 37.5 hours a week. Do you want to make a difference every day? Do you want to contribute to change & improvement for those who need it? Do you have resilience & adaptability? Can you work effectively with a focus on customer service and care? If yes, then we'd love...

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2 hours ago
No Experience

Independent Financial Adviser

IDEX Consulting
Penrith

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. What will equip you for success in this role:

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a day ago

Client Services Associate: Financial Advisory Support

PowerToFly
Carlisle

A financial services firm in the United Kingdom is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. The ideal candidate will possess a high school diploma or equivalency, with a preference for a college degree and industry experience. The role involves building client relationships, onboarding, and maintaining accounts, as well as...

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a day ago
No Experience

Insurance Broker Apprentice: Path to Client Advisor

Marsh Risk
Penrith

A leading insurance brokerage in Penrith is seeking a Trainee Insurance Broker / Associate Client Advisor to start a long-term career in the insurance industry. The position offers an 18-month apprenticeship leading to chartered insurance qualifications. Responsibilities include managing client portfolios, providing excellent service, and working in a dynamic team environment. Ideal candidates...

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a day ago
No Experience

Customer Advisor

Pavers Shoes
Ambleside

You will help us deliver consistently high levels of service to our customers, advising on shoe care, handbags, and accessories to compliment a customer’s needs, offering genuine, honest, and knowledgeable advice on our all products. You could have previous experience as a Sales Assistant, Retail Assistant or in a Customer Care environment.

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3 days ago
Hybrid

EHS Advisor

Anord Mardix
Kendal

You will be responsible for implementing, maintaining, communicating, and coordinating EHS objectives. What a typical day looks like Communication and coordination of Statutory Requirements to ensure that the business continuously fulfils its EHS obligations.

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a day ago

Service Advisor

Park's Motor Group
Carlisle

Location Carlisle Franchise Toyota Role Overview Park's Motor Group is seeking a bright, enthusiastic individual to take up a full-time Service Advisor position within our Carlisle Service Centre. Responsibilities Support the team with daily workload activities Process invoices, paperwork, and customer details Liaise directly with customers, providing a second-to-none level of service Maintain,...

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3 days ago

Retail Customer Advisor

Dobbies Garden Centres Ltd
Carlisle

You will also work on the shopfloor and other areas of the store as and when required, this may include working stock, cash handling, take to car deliveries, stock control routines, restaurant services - an ideal opportunity to gain more skills and experience Who we are looking for You have a passion for delivering a great customer experience, serving everyone with a smile

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4 days ago
No Experience

Cyber Security Trainee Placement Programme

ITOL Recruit
Carlisle

You will also have the reassurance of a job guarantee (18K-£35K) upon completion.

You will also be assigned an expert tutor and a support mentor to help you throughout your training.

You will gain practical experience by using practice labs which enable you to practice and master what you have learned.

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an hour ago
No Experience Hybrid

Mortgage Advisor Cumbria

WISEONE Mortgages
Carlisle

New Build Director North East Cumbria & South West Scotland Company Description WISEONE Mortgages is an independent mortgage advisory firm specialising in providing personalised new build mortgage advice. With access to the entire market, we focus on identifying the most suitable mortgage products tailored to our clients' unique needs. Our experienced advisors ensure a smooth and seamless process...

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a day ago
No Experience

Trainee Insurance Broker

Marsh
Crooklands

You will commence your employment on our 18 month apprenticeship programme, on completion of this you will become a Client Advisor. Potential future progression within the company, developing your role with continued support for advanced industry professional qualifications.

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a day ago
No Experience

Trainee Insurance Broker

GB001 Marsh Ltd
Penrith

You will commence your employment on our 18 month apprenticeship programme, on completion of this you will become a Client Advisor Potential future progression within the company, developing your role with continued support for advanced industry professional qualifications An unrivalled accelerated foundation to your career with a global leader in insurance broking and risk management

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7 days ago

Financial Planning Assistant

Armstrong Watson
Penrith

Overview Senior Talent Acquisition Advisor at Armstrong Watson. Responsible for recruiting experienced talent, through to Partner grade, across all of our... 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...

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a day ago
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No Experience

Trainee Insurance Broker

Marsh Risk
Penrith

You will be part of a customer‐focused team and, after initial training, you will service a dedicated portfolio of clients, managing renewals, invoicing, producing quotes, upselling/cross‐selling additional products, and handling additional queries.

You will receive an accelerated foundation to your career with a global leader in insurance broking and risk management.

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a day ago

Service Advisor (Carlisle)

Arnold Clark.
Carlisle

Title: Service Advisor (Carlisle)Location: Carlisle, Cumbria, North West, CA3 0HE, UKCompany: Arnold Clark.We are currently recruiting for a new Service Advisor to help us at our Hyundai/Geely branch in Carlisle. We offer: 33 days' holiday allowance with room to grow Generous retail discounts Private healthcare Simplyhealth - all employees have access to a GP 24/7 and can claim money back on...

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4 hours ago
No Experience

Regional Financial Adviser — Grow Client Wealth

IDEX Consulting
Penrith

You will receive support from an established business development team and have the chance to achieve Chartered status. The role offers competitive salary and flexible working arrangements in a fast-growing, independent practice.

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a day ago
Hybrid

Regional Financial Planning Lead (Hybrid)

IDEX Consulting
Carlisle

A reputable wealth management practice in Carlisle is seeking a Regional Financial Planning Manager to lead a team dedicated to providing exceptional financial advice. The ideal candidate will possess a Level 4 qualification and experience managing advisors in an IFA environment. This role offers a competitive salary, flexible working options, and a commitment to professional development within a...

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a day ago

Regional Financial Planning Manager

IDEX Consulting
Carlisle

My client is currently looking for Regional Financial Planning Manager to join their team in the Lake District. The overall purpose of this role is to provide financial planning advice and solutions to clients, delivering high quality advice and service, whilst leading a team of Financial Planners. The Role Provide independent financial planning advice to new and existing clients Leading and...

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a day ago
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