Chartered Financial Planner

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

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