Independent Financial Adviser
Join #TeamDA as an Independent Financial Adviser in Workington, West Cumbria. The successful candidate will work closely with clients across the region, delivering trusted, straightforward advice that supports their financial goals at every stage of life.
Responsibilities
* Manage your own portfolio of clients, delivering tailored financial advice based on a clear understanding of their individual circumstances and objectives.
* Ensure all work is completed accurately, efficiently and in line with FCA regulations and internal compliance standards.
* Maintain regular contact with clients, providing ongoing support and ensuring they feel confident in the advice they receive.
* Play an active role in developing new client relationships and helping to grow the Financial Services offering within the region.
* Manage your workload to meet targets and deadlines, maintain accurate records using XPlan.
* Work closely with colleagues across the business to support referrals and deliver joined‑up client solutions.
* Demonstrate a high level of organisation, attention to detail and professionalism, with a genuine commitment to delivering excellent service and continuing to develop your knowledge within financial planning.
Benefits
* Flexible working arrangements to help you manage other priorities.
* Free financial advice for yourself and your family.
* Competitive salary and package, with opportunities for growth, development and progression.
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