Chartered Financial Planner

Lumin Wealth Limited; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial advisory firm in Greater London is seeking a Financial Planner to manage a portfolio of clients, including those transitioning from existing advisers. The role involves building and maintaining long-term client relationships, generating new business supported by company leads, and delivering compliant financial advice tailored to client needs. The ideal candidate has proven experience in financial planning and holds a minimum Level 4 Diploma in Financial Planning. The firm offers a supportive and dynamic environment for growth.

Qualifications

• Proven experience in a financial planning/advisory role.
• Strong client relationship and communication skills.
• Ability to generate and develop new business opportunities.

Responsibilities

• Manage and develop a portfolio of clients.
• Build and maintain long-term client relationships.
• Deliver high-quality financial advice tailored to client needs.

Skills

Client relationship management

Business development

Communication skills

Financial advice delivery

Professional ethics

Education

Minimum Level 4 Diploma in Financial Planning or equivalent

Level 6 Chartered Financial Planner status for London office

Job description

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