Independent Financial Adviser

Join Dodd Wealthcare – Where People Make the Difference

We’re a proud Cumbrian firm of Independent Financial Advisers, with offices in Carlisle and Penrith. Over the last 10 years, we’ve grown organically into a nationally recognised business with great people and a great service.

At Dodd Wealthcare, we believe our team is our greatest asset. We’re known for our knowledge, personality, and down-to-earth approach. We support clients across the UK and work together to help them plan for the future and reach their personal financial goals.

We have an exciting opportunity for an experienced IFA to join our growing team. As a Dodd Wealthcare IFA you will deliver the full financial planning process from initial meeting through to implementation and review, at the same time upholding regulatory compliance, building and maintaining great client relationships, and supporting the firm’s growth.

Why work with us?

• A supportive, people-first culture
• Commitment to training and development
• Diverse and growing client base
• Opportunities to specialise and grow your career
• A business that’s built on expertise, trust and teamwork
• Great staff benefits and the opportunity for hybrid working

You’ll be someone who:

• Is a qualified Independent Financial Adviser with experience across a diverse portfolio, (Diploma 4 minimum / Chartered Financial Planner desirable)
• Is dedicated to delivering exceptional professional client service, providing holistic financial planning advice and building long term relationships
• Is a collaborative team member who motivates and shares knowledge
• Has exceptional communication skills both with your team and your clients