Senior Financial Planner: Complex Cases & Growth

Lumin Wealth Management; St Albans; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Company pension

25 days holiday

Birthday off

Salary sacrifice leave

EV salary sacrifice

Training support

Team events

Bonus scheme

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Extensive advisory experience

High-value client relationships

New business development

Coaching or mentoring

Professional, ethical, client-centric

Education

Minimum Level 4 Diploma in Financial Planning (or equivalent)

Job description

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.