Trainee Financial Advisor - Poole, United Kingdom - Lewis Investment
2 weeks ago
Description
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.
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.
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.
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
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