Accounting & Finance

Financial Planner

Lumin Wealth Limited

London · England · United Kingdom

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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Reference: WJ-5107_14617154

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