Senior Financial Planner
Posted 2 days 5 hours ago by Lumin Wealth Management
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.