Client Login (WealthView) | Staff Login


Financial Adviser

Due to continued expansion we are delighted to offer exciting opportunities within our Financial Advice teams at our Carlisle and Stockton offices.  The ideal candidate would be qualified to Diploma level 4 and working toward Chartered status with a proven track record in the development of new and existing clients and Introducers.   We offer an excellent reward package with every opportunity for you to develop your career in a modern and professional environment, with full training and all the support you need to achieve real success. 

If this sounds like you please send your CV to or phone Jon Targett on 01228 538988.   We look forward to hearing from you.

Senior Financial Services Administrator

We require a professional and proactive individual to join our existing team to provide support to our IFAs.  You will act as the initial point of contact for client queries as well as liaising with product providers, managing and developing the administration and review process to ensure a first class service is provided to internal and external parties, your work will cover Investment, Pension and Protection planning, with duties including, but not exclusively:

  • Working with our Financial Advisers to provide the best possible support
  • Liaising with clients to provide information and answer any queries
  • Processing applications / transactions on behalf of clients and seeing these through to completion whilst adhering to our internal administration procedures
  • Liaising with providers to obtain information
  • Ensuring that client records held on the back office administration system are up to date and compliant
  • Managing and prioritising workload

The successful candidate will ideally have a good knowledge of the financial services industry, however full training will be given.

If you would like to apply please send your CV to or phone Jon Targett on 01228 538988.   We look forward to hearing from you.