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For Companies At a Glance
- 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 career growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent required.
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.
Financial Planner employer: Lumin Wealth Limited
Contact Detail:
Lumin Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and workshops to meet potential clients and other financial planners. 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 them.
✨Tip Number 3
Follow up with leads! If you’ve been given company-provided leads, don’t just sit on them. Reach out, introduce yourself, and show them how you can help with their financial needs.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate financial planners. By applying directly, you’ll get noticed faster and have a better chance of landing that dream job with us.
We think you need these skills to ace 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 expertise and any relevant qualifications, like your Level 4 Diploma or Level 6 status if applicable.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the Financial Planner role. Share specific examples of how you've built client relationships and generated new business in the past.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application is clear and professional. Use concise language and avoid jargon to demonstrate your ability to convey complex financial concepts simply.
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 don’t miss out on any important updates about the hiring process.
How to prepare for a job interview at Lumin Wealth Limited
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key financial concepts and be ready to discuss how you've applied them in past roles. This shows your expertise and confidence.
✨Build Rapport
Since client relationships are at the heart of this role, practice building rapport during your interview. Use active listening and engage with the interviewer by asking insightful questions about their approach to client management.
✨Showcase Your Success Stories
Prepare specific examples of how you've successfully managed client portfolios or generated new business. Highlight your achievements with quantifiable results to demonstrate your impact and capability in a financial advisory role.
✨Align with Their Values
Research Lumin Wealth's values and mission. Be ready to discuss how your professional ethics and client-centric approach align with theirs. This will show that you're not just a fit for the role, but also for the company culture.