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Our 2024 apprenticeship application process is now closed. Please refer to this page for updates about when our 2025 apprenticeship application process opens.
If you have any queries, please email careers@david-allen.co.uk.
Join #TeamDA as a Financial Services Administrator Apprentice
At David Allen Financial Services we are committed to making people’s money work harder for them, providing a range of tailored and unique financial services to a variety of individuals and businesses. Due to the recent success of our current staff in their professional development and due to the successful growth of our business and our client portfolio, we now have a number of Financial Services career opportunities available.
Aims and purpose of the job
As part of our Financial Services Team, you will provide essential administrative support to our paraplanners and advisers, ensuring the smooth running of the department. In this role, you will be responsible for delivering high-quality, client-focused support while complying with all statutory and regulatory processes. You will build positive relationships with colleagues, clients and providers, enabling the financial services team to collaborate effectively and maintain our high standards. This role requires attention to detail, excellent organisation skills, and a commitment to providing professional service in everything you do.
About the Apprenticeship
This apprenticeship offers a fantastic opportunity to begin your career in financial services. During the programme, you will gain a deep understanding of the financial services market, regulations, and ethical principles while learning about our systems and processes. You will also develop key skills in communication, teamwork, planning, and prioritisation. Alongside on-the-job training, you will work towards the Financial Services Regulation and Ethics (RO1) qualification, setting the foundation for future professional qualifications. With a mix of practical experience and structured learning, this apprenticeship is designed to support your personal growth and career progression.
About David Allen
Established in 1997 and with a team of over 150 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, South West Scotland and further afield, with a full business support package to ensure they can develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll, Wills and Probate.
From the very beginning, David Allen have been committed to great client care – blending the traditional values of business with the enthusiastic hands on attitude of a modern team of professionals.
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.
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.
How to apply
Applying for our apprenticeship programme is easy, please review the job description and person specification attached to understand our role and what we are looking for. To apply, please submit your CV along with a summary of why you are suitable for the role in your cover letter and email careers@david-allen.co.uk
Remember to include why you want to join our team at David Allen.
