We are looking for a Financial Adviser

We offer fee based, independent financial advice to private individuals and professional businesses. As part of the company’s growth, we are looking to recruit an experienced Independent Financial Adviser to join our successful team.

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').

For 30 years we at 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.

Lewis Investment 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.

What’s in it for you:

  • Competitive salary up to £60,000
  • Discretionary bonus
  • Benefits including pension, Death in Service, Private Medical, Employee Assistance Programme, generous holiday and full exam support to Chartered status
  • Uplift in salary once Chartered
  • Clients and ongoing leads

Skills and experience required:

  • Diploma in Financial Planning (Level 4)
  • Chartered or on the way to Chartered status (advantageous)
  • Experience as a Financial Planner
  • Client focused

How to apply

To apply, please submit a copy of your current cv to Kerry Darville at kdarville@lewisinvestment.co.uk.


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