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Trainee Financial Adviser

3 months ago

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

Ability to commute/relocate:

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

**Experience**:

- Paraplanning: 1 year (required)

Work Location: In person