Holly Smith

I joined David Allen in 2022 as an Administrative Assistant Apprentice and have since progressed into my role as Financial Services Administration Senior.  Starting as an apprentice gave me the opportunity to learn from the ground up, gain hands-on experience and build my confidence across a wide range of administrative responsibilities.

During my apprenticeship, I supported clients with day to day queries, worked closely with different teams across the firm and achieved my Level 3 Business Administration qualification.  That experience gave me a strong foundation in organisation, accuracy and client care, all of which continue to play an important part in my role today.

Now, as Financial Services Administration Senior, I work closely with our team of Independent Financial Advisers, providing administrative support and helping to make sure our clients receive a smooth and professional service.  My work includes preparing documentation, managing client communications and supporting the team behind the scenes to maintain the high standards our clients expect.

I am proud of the progress I have made since joining David Allen, and I think it shows what is possible when you are given the right support, training and encouragement.  The team has always been welcoming and willing to share their knowledge, which has helped me grow both personally and professionally.

For anyone considering a role at David Allen, I would say it is a great place to learn, develop and build your confidence.  There are real opportunities to progress, and you are surrounded by people who want to see you do well.

Outside of work, I enjoy spending time with my friends and family.  I also love visiting the Lake District, going on holidays and exploring new places.