At a Glance
- Tasks: Coordinate client reviews, manage enquiries, and support engaging seminars.
- Company: Join Lumin Wealth, a top-rated financial advisory firm in the UK.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth in a thriving company.
- Why this job: Be the heartbeat of our business, building relationships and making an impact.
- Qualifications: 1-3 years in client-facing roles; financial services experience is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Lumin Wealth provides tailored financial advice and investment management services to over 3,500 families, managing £1.4 billion in client assets. Founded in 2010, the firm has grown to over 100 employees with offices in St Albans, London, Beaconsfield, Reading, Bishop’s Stortford and Poole. As a Chartered firm, Lumin is consistently ranked among the top financial advice firms in the UK by FT Adviser and New Model Adviser. Lumin focuses on helping clients grow and protect their wealth through personalised financial plans while maintaining transparency and excellence. As part of VZ Group, Switzerland's leading independent financial services provider, Lumin is backed by an organisation of more than 1,700 professionals.
We’re looking for a proactive and personable Client Engagement Executive to join our financial advisory team. This is a role at the heart of our business – you’ll be the engine behind keeping our advisers’ diaries full, our new enquiries warm, and our seminar programme running smoothly. If you’re highly organised, confident on the phone, and thrive on building genuine relationships with people, this could be the perfect fit.
Key Responsibilities:- Annual Review Coordination
- Proactively contact existing clients to schedule Annual Review appointments with their adviser
- Manage the end-to-end booking process, ensuring adviser diaries remain full, and the review pipeline stays on track
- Act as the key liaison between clients and advisers, ensuring every interaction feels personal and valued
- Serve as the first point of contact for inbound enquiries, reaching out promptly and professionally to new prospects
- Qualify incoming leads and guide prospective clients smoothly through to an adviser appointment
- Maintain accurate records of all enquiries and follow‑up activity within the CRM system
- Support all logistical aspects of client seminars, including venue, invitations and attendee management
- Provide hands‑on support on the day of each event to ensure smooth delivery
- Follow up with seminar attendees post‑event to capitalise on engagement and convert interest into appointments
- 1–3 years of experience in client‑facing, customer success or account management roles
- Experience within financial services, wealth management or a professional services environment is highly desirable
- Volume and quality of Annual Review appointments booked
- Speed and conversion rate of incoming enquiry follow‑ups
- Seminar attendance rates and post‑event engagement
- Client satisfaction scores and feedback from reviews and seminars
Client Engagement Executive in St Albans employer: Lumin Wealth
Lumin Wealth is an exceptional employer, offering a dynamic work environment where employees are empowered to build meaningful relationships with clients while contributing to the growth of a leading financial advisory firm. With a strong focus on professional development and a supportive culture, team members enjoy opportunities for personal growth and career advancement, all within the vibrant locations of St Albans and other key areas. As part of the VZ Group, employees benefit from the backing of a large, reputable organisation, ensuring stability and a wealth of resources at their disposal.
StudySmarter Expert Advice🤫
We think this is how you could land Client Engagement Executive in St Albans
✨Tip Number 1
Get to know the company inside out! Research Lumin Wealth and understand their values, services, and client base. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since you'll be engaging with clients and advisers over the phone, make sure you’re comfortable and confident. Role-play with a friend or family member to get the hang of building rapport quickly.
✨Tip Number 3
Network like a pro! Attend industry events or seminars related to financial services. This not only helps you meet potential colleagues but also gives you insights into the sector, which can be super useful during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and keen on joining the Lumin team. Don’t forget to follow up after applying to express your enthusiasm!
We think you need these skills to ace Client Engagement Executive in St Albans
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Engagement Executive role. Highlight any relevant experience in client-facing roles, especially in financial services, to show us you understand our industry.
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about client engagement and how your proactive approach can benefit our team. Be genuine and let your personality come through!
Showcase Your Organisational Skills:Since this role involves managing multiple bookings and enquiries, make sure to highlight your organisational skills in your application. Share examples of how you've successfully juggled tasks in previous roles to keep things running smoothly.
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 shows us you’re keen on joining our team!
How to prepare for a job interview at Lumin Wealth
✨Know Your Stuff
Before the interview, make sure you understand Lumin Wealth's services and values. Familiarise yourself with their approach to client engagement and how they manage relationships. This will help you demonstrate your genuine interest in the role and show that you're aligned with their mission.
✨Showcase Your Organisational Skills
As a Client Engagement Executive, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you've successfully managed bookings or events. Highlight your time-management skills and how you keep everything running smoothly, as this will resonate well with the interviewers.
✨Practice Your Phone Manner
Since you'll be making calls to clients and prospects, practice your telephone etiquette. Role-play common scenarios with a friend to build confidence. Focus on being personable and professional, as building rapport quickly is key in this role.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and how success is measured in the role. This shows your enthusiasm and helps you gauge if Lumin Wealth is the right fit for you.
