Independent Financial Adviser
Listed on 2026-11-01
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Finance & Banking
Financial Sales, Financial Advisor / Consultant
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.
The Independent Financial Adviser — Flexible Work & Growth position in the Finance, Sales field is open for applications.
We have an opening for a Independent Financial Adviser — Flexible Work & Growth in Uldale, England, United Kingdom within Finance, Sales.
This role, Independent Financial Adviser — Flexible Work & Growth at David Allen, could be your next move.
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