Financial Planner

Lumin Wealth Limited; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services company in Greater London is looking for a Financial Planner to manage client portfolios and provide tailored financial advice. The role involves building trusted client relationships and generating new business through company leads. Candidates must have proven experience in financial planning, strong communication skills, and strive to achieve set KPIs. This role offers opportunities for growth within a supportive environment.

Qualifications

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

Responsibilities

• Manage and develop a portfolio of clients with high-quality financial advice.
• Build and maintain long-term, trusted relationships with clients.
• Work towards KPI targets aligned with your experience and role expectations.

Skills

Client relationship management

Business development

Financial advisory expertise

Communication skills

Education

Minimum Level 4 Diploma in Financial Planning

Level 6 Chartered Financial Planner status

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