Independent Financial Adviser

We have an exciting opportunity for an experienced and motivated Independent Financial Adviser to join our Financial Services team in Workington. This role offers the chance to work closely with clients across West Cumbria, providing trusted, straightforward advice that supports their financial goals at every stage of life.

You will be part of a collaborative and supportive team, where your experience is valued and your contribution plays an important role in delivering a high-quality, client-focused service. If you are proactive, personable and driven to build meaningful client relationships, we would like to hear from you.

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.

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.

Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. And the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.