Independent Financial Adviser
Job in
Dumfries, Dumfries and Galloway, DG1, Scotland, UK
Listed on 2026-06-08
Listing for:
David Allen
Contract
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Compliance, Financial Advisor
Job Description & How to Apply Below
Join #TeamDA as an Independent Financial Adviser.
About This RoleAs an Independent Financial Adviser, you will manage your own portfolio of clients in Dumfries, South West Scotland, delivering tailored financial advice that meets FCA regulations and internal compliance standards. You will build strong long‑term relationships, maintain regular contact, provide ongoing support and help grow the Financial Services offering in the region.
Your responsibilities include:
- Managing your workload to meet targets and deadlines.
- Maintaining accurate records using XPlan.
- Collaborating with colleagues to support referrals and deliver joined‑up client solutions.
- Ensuring all work is completed accurately, efficiently and in line with FCA regulations.
- Continuously developing your knowledge within financial planning.
- Flexible working arrangements.
- Free financial advice for you and your family.
- Competitive salary and comprehensive package.
- Opportunities for growth, development and career progression.
Location:
Dumfries, South West Scotland.
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