Financial Planner

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Financial Planner

Location: Bishops Stortford

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 and maintain long-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 status required 

What we’re looking for 

• Proven experience in a financial planning/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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