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- Tasks: Provide tailored financial advice and support clients in planning their financial futures.
- Company: Join a supportive team at David Allen Financial Services, focused on client relationships.
- Benefits: Enjoy flexible working, free financial advice, competitive salary, and growth opportunities.
- Other info: Dynamic role with potential for career progression and personal development.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 40000 - 50000 £ per year.
Join #TeamDA as an Independent Financial Adviser. We have an exciting opportunity for an experienced and motivated Independent Financial Adviser to join our Financial Services team. This role offers the chance to work closely with clients across West Cumbria and South West Scotland, supporting them with clear, practical financial advice that helps them plan with confidence.
Working alongside a knowledgeable and supportive team, you will play a key role in delivering tailored financial planning solutions while contributing to the continued growth of David Allen Financial Services. If you are motivated, relationship-driven and committed to delivering a high standard of professional advice, we would like to hear from you.
About this role
As an Independent Financial Adviser, you will manage your own portfolio of clients, delivering tailored financial advice based on a clear understanding of their individual circumstances and objectives. You will ensure all work is completed accurately, efficiently and in line with FCA regulations and internal compliance standards. Building strong relationships will be central to your role. You will maintain regular contact with clients, providing ongoing support and ensuring they feel confident in the advice they receive. You will also play an active role in developing new client relationships, helping to grow the Financial Services offering within the region.
You will manage your workload to meet targets and deadlines, maintain accurate records using XPlan and work closely with colleagues across the business to support referrals and deliver joined-up client solutions. A high level of organisation, attention to detail and professionalism will be key, alongside a genuine commitment to delivering excellent service and continuing to develop your knowledge within financial planning.
In return for dedication and hard work we offer the following company benefits:
- Flexible working to help you manage your other priorities
- Free financial advice
- A great salary and package
- Lots of opportunities to grow, develop and progress
Application process
Please send your CV along with a summary of why you are suitable for the role and your current salary (or salary expectations) to careers@david-allen.co.uk. Contact Lucy Reay, Financial Services Team Leader for a confidential chat about the role, on 01228 711888 or via email on lucy.reay@davidallen-ifa.co.uk.
Independent Financial Adviser employer: David Allen
Contact Detail:
David Allen Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Building relationships is key to landing that Independent Financial Adviser role.
✨Tip Number 2
Show off your expertise! Consider hosting a free workshop or webinar on financial planning topics. This not only showcases your knowledge but also helps you connect with potential clients who might be looking for tailored advice. Plus, it’s a great way to get your name out there!
✨Tip Number 3
Don’t forget to follow up! After meeting someone or having a chat, drop them a quick email or message to thank them for their time. It keeps you fresh in their mind and shows you’re genuinely interested in building a relationship. Remember, persistence pays off!
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative to apply directly. Make sure to highlight your relationship-driven approach and commitment to delivering high standards of advice in your application. Let’s get you on #TeamDA!
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Independent Financial Adviser role. Highlight your relationship-building abilities and any experience in financial planning to catch our eye!
Craft a Compelling Summary: In your summary, be clear about why you’re the perfect fit for this position. Share specific examples of how you've delivered tailored financial advice and built strong client relationships in the past.
Be Transparent About Salary: Don’t shy away from mentioning your current salary or expectations. Being upfront helps us understand your needs and ensures we’re on the same page right from the start.
Reach Out for a Chat: If you have any questions or want to know more about the role, don’t hesitate to contact Lucy Reay. A quick chat can give you valuable insights and show us your enthusiasm for joining #TeamDA!
How to prepare for a job interview at David Allen
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services offered by David Allen Financial Services. Be prepared to discuss how you can tailor financial advice to meet individual client needs, as this will show your understanding of the role.
✨Build Rapport
Since building strong relationships is key in this role, practice your interpersonal skills. Think about how you can connect with clients and demonstrate your commitment to their financial well-being during the interview. A friendly, approachable attitude goes a long way!
✨Showcase Your Organisation Skills
As an Independent Financial Adviser, you'll need to manage your own portfolio effectively. Be ready to share examples of how you've successfully organised your workload in the past, met deadlines, and maintained accurate records. This will highlight your attention to detail and professionalism.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and growth opportunities within David Allen Financial Services. This not only shows your interest in the role but also helps you gauge if it's the right fit for you.