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 you 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
Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities to free financial advice and a great salary and package, as well as 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.
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