Growth-Focused Financial Planner with Lead Support

Lumin Wealth Limited; St Albans; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Company pension 3% employer

Birthday day off

Leave salary sacrifice 5 days

Electric Vehicle salary sacrifice

Training & development

Team events

Adviser bonus scheme

Job summary

Lumin Wealth is seeking a Financial Planner to build and grow a client portfolio with the backing of an established, growing firm. You’ll manage clients moving from existing advisers and recent acquisitions, supported by company-provided leads and paraplanning support.

You’ll maintain trusted relationships, deliver compliant, tailored advice, and actively grow new business while hitting KPIs and maintaining high regulatory standards.

Qualifications

• Level 4 Diploma in Financial Planning (or equivalent) required.
• Proven experience in a financial planning or advisory role.
• Sound technical knowledge across investments, pensions and protection.
• Strong communication and relationship-building skills.
• Ability to generate and develop new business.
• Organised, proactive approach with ambition to grow within the firm.

Responsibilities

• Manage and develop a portfolio of clients.
• Coordinate transitions from existing advisers and acquisitions.
• Deliver compliant, tailored financial planning advice across investments, pensions and protection.
• Prepare for and run client meetings with paraplanning support on suitability reports.
• Generate new business and grow existing client relationships.
• Maintain accurate client files and meet compliance standards.

Skills

Communication skills

Relationship-building

Investments knowledge

Pensions knowledge

Protection knowledge

Education

Level 4 Diploma in Financial Planning

Job description

Lumin Wealth is seeking a Financial Planner to build and grow a client portfolio with the backing of an established, growing firm. You’ll manage clients moving from existing advisers and recent acquisitions, supported by company-provided leads and paraplanning support.

You’ll maintain trusted relationships, deliver compliant, tailored advice, and actively grow new business while hitting KPIs and maintaining high regulatory standards.