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 andmaintainlong-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 statusrequired
What we’re looking for
- Proven experience in afinancialplanning/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
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Chartered Financial Planner in London employer: Lumin Wealth Limited
Lumin Wealth Limited is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions as a Full-Stack Engineer will directly impact adviser productivity and client satisfaction. With opportunities for professional growth and a hybrid work model in the vibrant city of St Albans, you will thrive in an environment that values creativity and teamwork while working on cutting-edge technology projects.
