At a Glance
- Tasks: Provide relationship-based financial advice and manage client portfolios.
- Company: Lewington Wealth Management, a leader in client-focused financial services.
- Benefits: Competitive salary with bonuses, professional development support, and flexible working options.
- Other info: Access to a high-quality client portfolio and strong career progression opportunities.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Level 4 qualified with at least 2 years of financial planning experience.
The predicted salary is between 50000 - 70000 £ per year.
Location: Hybrid (2-3 days in our office in Badbury).
Minimum Requirements:
- Level 4 qualified (mandatory) and working towards Chartered status (preferred)
- Competent Adviser Status (CAS) (mandatory)
- 2 years minimum financial planning experience (mandatory)
Earnings: Employed (£50,000–£70,000 basic + bonus, with realistic earnings approaching £100k within two years) or self-employed (uncapped earnings, with a share of ongoing fees from the clients you service from day one).
Client bank: c. 80 established households representing c. £80 million of funds under management, transferred to you with a structured handover.
About us: At Lewington Wealth Management Limited, we passionately believe that to enhance the wealth of our clients we first need to fully understand where you want to be and when, and then we make sure this is not left to chance. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and aviation professionals across the UK, we have been supporting our clients for over 25 years with their financial planning and investment needs. We manage just under £1 billion for our clients and have fanatical attention towards client service. This opportunity will be perfect for an individual who shares our service values and wants to be part of our growth journey over the coming years.
Are you:
- Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic and ambitious.
- Someone who has a client-centric approach and mindset.
- Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely.
- A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential.
- Someone who cares deeply about service, strong team spirit and positive client outcomes.
How Lewington Wealth Management will support you:
- Access to an established portfolio of high-quality clients, with the opportunity to develop trusted, long-term relationships.
- Comprehensive administrative support and industry-leading technology, enabling you to focus on delivering outstanding client outcomes.
- We will support your study and fund exams for professional development.
- Strong opportunities for career progression and earnings growth, alongside the flexibility to explore self-employment in the future if that aligns with your ambitions.
- A supportive and collaborative culture, working alongside ambitious, knowledgeable and like-minded professionals.
We will provide tailored support, to smooth your transition into our business: You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on face-to-face activity with clients, without being burdened with excessive administration.
This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing relationship-based financial advice to clients to help them meet their needs and objectives.
Financial Adviser employer: Lewington Wealth Management Limited
Lewington Wealth Management Limited is an exceptional employer that prioritises the growth and success of its employees, offering a hybrid work model in Badbury that fosters a supportive and collaborative culture. With access to a well-established client portfolio and comprehensive administrative support, you can focus on building meaningful relationships while enjoying strong career progression opportunities and professional development funding. Join a team of passionate professionals dedicated to delivering outstanding client outcomes and enhancing your financial advisory career.
Contact Details:
Lewington Wealth Management Limited Recruitment Team
