David Allen is seeking a detail-focused Financial Planning Assistant to support its Financial Services team. You will work with Independent Financial Advisers to deliver compliant financial planning services, prepare documentation and reports, and maintain accurate records.
You will liaise with clients and providers, handle new business submissions, and support meetings while improving processes and ensuring FCA requirements are met.
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Financial Planning Assistant | Flexible Hours & Growth 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.
