David Allen invites an experienced Independent Financial Adviser to join our Financial Services team in Dumfries, serving clients across South West Scotland with practical financial planning guidance.
You will manage your own client portfolio, deliver tailored advice, ensure FCA compliance, maintain records using XPlan, and help grow the regional offering through referrals and collaborative work.
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Independent Financial Adviser — Flexible Hours & Growth 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.
