Senior Financial Planner

Lumin Wealth Management; St Albans; Presencial; GBP 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company pension

25 days holiday

Birthday off

Salary sacrifice leave

EV salary sacrifice

Training support

Team events

Bonus scheme

Descripción de la vacante

Lumin Wealth Management is seeking a Senior Financial Planner to manage and grow a portfolio of high-value clients in St Albans. You’ll lead complex cases, deliver robust, well-documented advice across investments, pensions and protection, and mentor junior planners.

You’ll grow the business through company-provided leads, seminars and marketing activity, while upholding professional standards and contributing to the firm’s technical templates and best practices.

Formación

• Minimum Level 4 Diploma in Financial Planning (or equivalent) is required.
• Extensive advisory experience, including complex case work.
• Track record of managing higher-value client relationships.
• Ability to generate and develop new business.
• Experience coaching or mentoring colleagues.
• Professional, ethical, client-centric approach with credible presence.

Responsabilidades

• Managing and developing a portfolio of clients, building long-term relationships.
• Take lead on complex and higher-risk cases, ensuring robust, well evidenced advice.
• Deliver compliant advice across investments, pensions, protection and wider financial planning.
• Work closely with paraplanning support to produce suitability reports and recommendations.
• Generating new business and developing existing client relationships toward KPIs.
• Guiding less experienced planners on complex cases and onboarding junior staff.
• Contributing to the firm’s technical standards, templates and best practice.

Conocimientos

Extensive advisory experience

High-value client relationships

New business development

Coaching or mentoring

Professional, ethical, client-centric

Educación

Minimum Level 4 Diploma in Financial Planning (or equivalent)

Descripción del empleo

Senior Financial Planner

Application Deadline: 13 November 2026

Department: Financial Planning

Employment Type: Full Time

Location: St. Albans

Reporting To: Joe Fisher

Description

You’ll manage and develop a portfolio of clients that includes higher-value and more complex cases. Some will be moving across from existing advisers, and some will be joining through recent acquisitions. Alongside your own client bank, you’ll act as a technical point of reference in the office and support the development of less experienced colleagues.

To help you grow new business, you’ll be supported by company-provided leads, including Trusted Advisor, Lumin News, seminars and our wider marketing activity.

Key Responsibilities

• Managing and developing a portfolio of clients, building long-term relationships based on a genuine understanding of their goals
• Taking a lead role on complex and higher-risk cases, making sure advice is robust, well evidenced and clearly documented
• Delivering compliant advice across investments, pensions, protection and wider financial planning
• Working closely with paraplanning support to produce suitability reports and recommendations
• Generating new business and developing existing client relationships, working towards KPIs aligned with your seniority
• Guiding less experienced planners on complex cases, and supporting the onboarding and development of junior planners and paraplanners
• Contributing to the firm’s technical standards, templates and best practice

Skills, Knowledge and Expertise

• Minimum Level 4 Diploma in Financial Planning (or equivalent) required
• Extensive advisory experience, including complex case work
• A track record of managing higher-value client relationships
• The ability to generate and develop new business
• Experience coaching or mentoring colleagues, or the clear ability to do so
• A professional, ethical, client‑centric approach and a credible presence with clients and colleagues

Benefits

• Company pension with 3% employer contributions, plus the option to invest in our actively managed models*
• 25 days’ holiday (pro rata)
• An extra day off for your birthday*
• Option to buy 5 additional days’ leave through salary sacrifice*
• Access to our Electric Vehicle Salary Sacrifice Scheme*
• Training and development support, with career growth opportunities
• A supportive team culture with company events throughout the year
• Access to our competitive adviser bonus scheme

*Available after successful completion of probation.