Trainee Financial Advisor

2 weeks ago


Poole, Poole, United Kingdom Lewis Investment Full time

Are you looking for an opportunity for your first step as a Financial Adviser?
Then we invite you to join us.


This is an exciting opportunity for a Trainee Financial Adviser to develop their skills and experience and progress to a fulltime Financial Adviser.

Our focus is on clients, collaboration and building a resourceful team. We embrace innovative ideas, celebrating our differences, our hard work and dedication.

We never forget how important our people and their development are, it is their passion that makes us who we are.


If you are an open, honest, caring, and focused individual keen to join a fast-paced business and contribute to its continued success this position may be for you.

As part of the company's growth, we are seeking a self-motivated Trainee Financial Adviser to join our successful team. We employ approximately 40 members of staff including a team of 11 Financial Advisers.


This role would suit an experienced Paraplanner looking to step into an Adviser role, or a Diploma qualified individual looking to take their first step into Financial Services
.


We offer fee based, independent financial advice to private individuals and professional businesses.

Founded in 1987, Lewis Investment are a privately owned, Poole based firm of independent Financial Advisers, who are directly authorised and regulated by the Financial Conduct Authority ('FCA').


Lewis' have been providing independent financial advice to our clients, the majority of whom favour and benefit from ongoing and proactive guidance and advice from one of our experienced advisers.

We believe our unique common-sense proposition builds wealth for our clients using a combination of Preferred Funds and Commercial Property Investments.


We are the scheme strategist, sponsor and appointed Financial Adviser for The Lewis Workplace Pension Trust scheme providing in-house support to the participating employers and their employees.

The scheme is authorised by The Pensions Regulator and Master Trust Assurance accredited.

Summary Information:

Fulltime position, working hours are Monday to Friday between the hours of 9am to 5pm.

Competitive salary depending on experience

Benefits including, Death in Service, Private Medical, Employee Assistance Programme

Full exam support to Chartered status

Clients and ongoing leads

22 days holiday & bank holidays (rising to 26 days dependent upon length of service)

Office location:
Commercial Road, Ashley Cross

An exciting role with future progression opportunities

Duties and responsibilities will include but not limited to:
Conducting reviews of clients' financial circumstances, current provisions and future aims

Analysing information and preparing recommendations best suited to individual clients' requirements

Keeping up to date with financial products and legislation

Ensuring technical knowledge is maintained and that CPD records are filed in accordance with compliance rules and procedures

Ensuring that service is delivered in line with the agreed fee / retainer / service level

Ensuring that internal systems are used effectively and accurately, and that client detail is recorded and kept up to date

Working to an agreed training plan combining a schedule of mandatory training programs and training tailored to your individual needs to enable you to progress towards achieving fully qualified and certificated adviser status

Interested to learn more? Have you:

The Person
Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility

Analytical skills; the ability to think critically, research and solve problems

Willingness to exceed client expectations whilst managing different needs and having the desire to get work done

Attention to detail and strong time-management skills along with the ability to work quickly and under pressure

Ability to work in a compliant manner within regulatory framework

Ability to maximise on existing client bank provided by the business

Ability to work individually and as part of a team

Skills and experience required:

Experience in a Financial Planning or Paraplanning role

Diploma in Financial Planning qualification or working towards (or equivalent)

A basic knowledge of Pension and Investment products

Experience liaising with clients and working within agreed timescales.

Benefits:

  • Company pension
  • Life insurance
  • Sick pay

Schedule:

  • Monday to Friday

Experience:

  • Paraplanning: 2 years (preferred)

Work Location:
One location

Benefits:

  • Company pension
  • Life insurance
  • Sick pay

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Poole: reliably commute or plan to relocate before starting work (required)

Experience:

  • Paraplanning: 1 year (required)

Work Location:
One location
  • Trainee Estate Agent

    2 weeks ago


    Poole, Poole, United Kingdom Palmer Snell Full time

    OTE:£24,000+ Uncapped Commission, Career ProgressionWe're looking for a highly motivated Trainee Estate Agent / ;Trainee Sales Negotiator to complement our fantastic residential sales team in Pooleworking in our well known Palmer Snellestate agency.Why join us as anTrainee Estate Agent / Trainee Sales Negotiator ?:Industry leading training and development:-...


  • Poole, Poole, United Kingdom Francis Clark LLP Full time

    In a nutshell:You'll join our three-year training programme to become a Tax Advisor (ATT/CTA). You'll earn while you learn, working whilst studying. We pay for all your training and qualifications and support you every step of the way. We are ranked number 28 on the Top 100 Apprenticeship Employers list 2023, making this a brilliant place to embark on your...


  • Poole, Poole, United Kingdom Francis Clark LLP Full time

    In a nutshell:You'll join our three-year training programme to become a Tax Advisor (ATT/CTA). You'll earn while you learn, working whilst studying. We pay for all your training and qualifications and support you every step of the way. We are ranked number 28 on the Top 100 Apprenticeship Employers list 2023, making this a brilliant place to embark on your...


  • Poole, Poole, United Kingdom Blakemore Recruitment Full time

    We are seeking a candidate for a role in a financial planning practice in Poole. They are looking to fill a Senior Administrator/Trainee Paraplanner position.Requirements:- Working towards relevant financial planning qualification- Understanding of financial planning processes- Ability to work within defined business processes- Report writing ability and...

  • Trainee Laminator

    2 weeks ago


    Poole, Poole, United Kingdom Norco Composites & GRP Ltd Full time

    About Us:NORCO Composites is a leading manufacturer of large composite structures. With six sites located in Holton Heath and Winfrith, NORCO provide a complete composites manufacturing service from design & engineering to parts manufacturing and final assembly. Our customers include top names such as BAE, Rolls Royce, Airbus, Sunseeker, and Siemens.Our...

  • HR Advisor

    2 weeks ago


    Poole, Poole, United Kingdom Compleat Food Group Full time

    Job AdvertJoin Our HR Team at The Compleat Food GroupAt The Compleat Food Group, we're on a mission to create delicious food that's not only better for people but also kinder to our planet. We like to call it 'Food to Feel Good'. What sets us apart is that we're not just about financial results; we equally prioritise HOW we operate as a business. Our success...

  • Parts Advisor

    2 weeks ago


    Poole, Poole, United Kingdom Alliance Automotive Group UK Full time

    Alliance Automotive Group is a top distributor of light and commercial vehicle parts to the independent aftermarket in multiple European countries including the UK, Ireland, France, Germany, Poland, Netherlands, Spain and Portugal. We cater to a wide range of customers such as independent repairers, body shops, auto centres, fast fit companies, and end...


  • Poole, Poole, United Kingdom Reed Full time £27,000 - £31,000

    Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanner, to work alongside and provide technical/knowledgeable support to the Advisers...

  • Recruitment Event

    2 weeks ago


    Poole, Poole, United Kingdom Austin & Wyatt Full time

    Job DescriptionTrainee Estate Agent / Sales Negotiator / Trainee Mortgage AdvisorRECRUITMENT EVENT (by appointment only) Due to continued growth we are now openly recruiting for various positions across our Dorset branches. You will be joining the UK's leading property services group - kick-start your career with Connells Group Tuesday 25th June 2024 Join us...

  • Insurance Advisor

    2 weeks ago


    Poole, Poole, United Kingdom Howden Group Holdings Full time

    From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success.People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart,...

  • Insurance Advisor

    2 weeks ago


    Poole, Poole, United Kingdom myGwork Full time

    This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success....


  • Poole, Poole, United Kingdom Eco Natural Products Full time

    We are an eco-conscious small health store looking for a motivated and environmentally-conscious individual to join our team. As the Retail Assistant and Advisor, you will be responsible for overseeing the daily operations of our small store, ensuring excellent customer service, and maintaining an organized and eco-friendly store...

  • Finance Manager

    2 weeks ago


    Poole, Poole, United Kingdom Sheridan Maine (Midlands) Full time

    "If you're always trying to be normal, you will never know how amazing you can be." Maya Angelou. Sheridan Maine is delighted to represent our Poole based client, a dynamic and growing company, in their search for an experienced Finance Manager. As the Finance Manager, you will play a pivotal role in managing and overseeing the financial performance of our...

  • Customer Advisor

    2 weeks ago


    Poole, Poole, United Kingdom Shorterm Group Full time £23,500 - £25,500

    Customer Support Administrator - Poole, Dorset - Permanent position Working Hours: 40 hours per week We are a dynamic engineering business specialising in the aerospace market, collaborating with major airlines and manufacturers. Our team of workshop and field-based engineers provides maintenance and repairs to aircraft tooling and equipment across the UK...


  • Poole, Poole, United Kingdom Synergie Full time

    Acorn by Synergie is offering an exciting opportunity to work for a financial services organisation; if you live within a commutable distance of Poole and you're interested in a permanent role, look no furtherFor someone who's customer-focused with a real can-do attitude, this is a fantastic opportunity if you're looking a career - not just a job within...

  • Finance Manager

    2 weeks ago


    Poole, Poole, United Kingdom Sheridan Maine - Accountancy & Finance Recruitment Full time

    "If you're always trying to be normal, you will never know how amazing you can be." Maya Angelou. Sheridan Maine is delighted to represent our Poole based client, a dynamic and growing company, in their search for an experienced Finance Manager. As the Finance Manager, you will play a pivotal role in managing and overseeing the financial performance of our...


  • Poole, Poole, United Kingdom Commercial Washrooms Full time

    Commercial Washrooms is the UK's leading specialist supplier of washroom-related products and materials to commercial organisations. We have a vacancy for a Trainee Accounts Assistant at our head office in Poole, Dorset.The business is a family run organisation boasting year-on-year growth, ideal for applicants looking for the opportunity for career...

  • Finance Manager

    2 weeks ago


    Poole, Poole, United Kingdom Sheridan Maine - Accountancy & Finance Recruitment Full time

    "If you're always trying to be normal, you will never know how amazing you can be." Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.Maya Angelou.Sheridan Maine is delighted to represent our Poole based client, a dynamic and growing company, in their search for an experienced...

  • Dental Nurse

    1 month ago


    Poole, Poole, United Kingdom Bupa Dental Care Full time

    Dental Nurse - Wimborne Full time - Mon-Fri- EXPERIENCED TRAINEES WELCOME TO APPLY - Your GDC registration, DBS check and professional indemnity are all covered by Bupa Dental Care - A family feel, with the security and stability that comes with being part of Bupa- Industry-leading benefits (read more on them below) As a Dental Nurse at Bupa, you'll...


  • Poole, Poole, United Kingdom McCarthy Stone Full time

    Role Title: Accounts Payable AssistantLocation: Bournemouth + HybridSalary £23,000 to £25,000 + Bonus About YouWe are seeking to appoint a motivated individual to the role of Accounts Payable Assistant to join our Finance Team on a 12 month Fixed Term Contract.You will possess a dedicated working style with the drive and enthusiasm and a proven track...