David Allen is seeking an Independent Financial Adviser in Dumfries to manage a personal client portfolio and provide tailored financial advice in line with FCA regulations. The role emphasizes building strong relationships with clients across South West Scotland and contributing to business growth within the Financial Services team.
You will work with a supportive team, maintain accurate records using XPlan, and aim to deliver high-quality service while meeting deadlines and client objectives.
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Independent Financial Adviser - Flexible, Client-Focused in Dumfries employer: David Allen
At David Allen, we pride ourselves on fostering a supportive and collaborative work environment where our Audit Seniors can thrive. With flexible working arrangements, opportunities for professional development, and a commitment to employee well-being, we empower our team to deliver exceptional client service while growing their skills and careers. Join us in Carlisle and be part of a dedicated team that values trust, quality, and continuous improvement.
