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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.
- Why this job: Make a real impact by building trusted client relationships.
- 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 in London 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 in London
✨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
Leverage social media to showcase your expertise. Share insights on financial planning, engage with your audience, and connect with potential clients. It’s a great way to build trust and credibility before they even meet you.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help clients achieve their financial goals. Tailor your approach based on their needs and show them why you’re the right fit for their financial journey.
✨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 at Lumin Wealth.
We think you need these skills to ace Chartered Financial Planner in London
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 you can contribute to our team at Lumin Wealth. Be genuine and let your personality come through.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage client portfolios and generate new business. Numbers and results speak volumes, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role without any hiccups!
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 confidently will show that you're serious about the role.
✨Showcase Your Client Skills
Prepare examples of how you've built and maintained client relationships in the past. Think about specific situations where you’ve turned a potential client into a loyal one, as this is key for Lumin Wealth.
✨Be Business Savvy
Since generating new business is part of the job, come ready with ideas on how you could attract clients. Whether it’s through seminars or marketing initiatives, showing initiative here can really set you apart.
✨Align with Their Values
Lumin Wealth values professionalism and a client-centric approach. Be prepared to discuss how your personal values align with theirs and how you plan to contribute to their supportive and dynamic environment.