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- Tasks: Manage client portfolios and deliver tailored financial advice.
- Company: Join Lumin Wealth, a dynamic firm focused on client success.
- Benefits: Competitive salary, professional development, and supportive culture.
- Other info: Ambitious environment with opportunities for growth and new business.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning; Level 6 for London office.
The predicted salary is between 50000 - 70000 £ per year.
As a Financial Planner at Lumin Wealth, you will:
- Manage and develop a portfolio of clients, including those transitioning from existing advisers and recent acquisitions.
- Build and maintain long-term, trusted client relationships.
- Generate new business, supported by company-provided leads (including Trusted Advisor, Lumin News, seminars, and marketing initiatives).
- Deliver high-quality, compliant financial advice tailored to client needs.
- Work towards KPI targets aligned with your experience and role expectations.
Locations and requirements:
- All locations: Minimum Level 4 Diploma in Financial Planning (or equivalent) required.
- London office: Level 6 Chartered Financial Planner status required.
What we’re looking for:
- Proven experience in a financial planning/advisory role.
- Strong client relationship and communication skills.
- Ability to generate and develop new business opportunities.
- Professional, ethical, and client-centric approach.
- Ambition to grow within a supportive and dynamic firm.
Chartered Financial Planner employer: Lumin Wealth Limited
Contact Detail:
Lumin Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships in person can really set you apart from the competition.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it’s blog posts, videos, or social media updates, let people see what you can offer.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help clients achieve their financial goals. A clear, confident pitch can make all the difference when meeting new prospects.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Chartered Financial Planner role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning qualifications and any relevant client relationship successes to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your experience aligns with our values at Lumin Wealth. Keep it professional but let your personality show!
Showcase Your Achievements: Don’t just list your responsibilities; share your achievements! Whether it’s growing a client portfolio or hitting KPI targets, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Lumin Wealth Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the Level 4 Diploma and any relevant regulations. Being able to discuss compliance and tailored advice will show that you're serious about the role.
✨Build Rapport
Since this role is all about client relationships, practice your communication skills. Think of ways to connect with the interviewer, perhaps by sharing a personal story about how you've built trust with clients in the past.
✨Show Your Ambition
Lumin Wealth is looking for someone who wants to grow within the firm. Be prepared to discuss your career goals and how they align with the company's vision. This shows that you're not just looking for a job, but a long-term career.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client management or how they support their advisers in generating new business. It shows you're engaged and genuinely interested in the role.