David Allen is seeking a Financial Planning Assistant to join its Financial Services team. You will support Independent Financial Advisers, prepare client review documentation, and help manage new business submissions while maintaining accurate records in Xplan.
The role requires strong organization, attention to detail, and excellent communication skills. Experience with Xplan and Microsoft Office is preferred, and a Level 3 Financial Services qualification is desirable with progress toward a
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Financial Planning Assistant - Flexible & Client-Focused 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.
