David Allen seeks a Financial Planning Assistant to support our Independent Financial Advisers and deliver compliant, high-quality planning services. You will prepare documentation, manage meetings and maintain records.
Ideal candidates are well-organised with great attention to detail, capable of handling multiple tasks while ensuring professional client communication and adherence to FCA requirements.
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Financial Planning Assistant — Flexible, Client-Focused Role 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.
