David Allen is seeking an experienced Independent Financial Adviser to join our Financial Services team in Workington. You will manage a personal client portfolio, delivering tailored advice within FCA regulations to support clients' financial goals at every life stage.
You will build strong client relationships, maintain records using XPlan, and collaborate across the business to support referrals and provide joined-up solutions while continuing to develop your knowledge in financial planning.
#J-18808-Ljbffr
Independent Financial Adviser — Flexible Work & 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.
