Overview
Lucent Financial Planning is hiring a Financial Planner to join a Chartered, high-calibre firm where client-centric, technical financial planning is celebrated. You’ll be supported by a top-tier paraplanning team and admin staff, and growth is primarily through client referrals.
Why You'll Love Lucent
* We're more than colleagues - were like family. Think client socials, educational workshops, weekday walks and Summer BBQs.
* Flexible working that respects life outside the office. School run? Sports practice? No problem.
* A Chartered, high-calibre firm where you're fun, yet technical, client centric prowess is celebrated, not hidden.
* A selective, nice people only client base - no awkward calls, just rewarding relationships.
* Shared success: year-end bonuses, and the opportunity to be part of an Employee-owned business.
The Role in a Nutshell
You'll deliver best-in-class financial advice and nurture long-term client partnerships. You'll be supported by a top-tier paraplanning team and admin squad, yet empowered to drive your own business growth primarily through client referrals.
You will see Lucent as somewhere where you have the scope to input into the wider vision and expand your role and responsibilities at your desire.
What You'll Do
* Provide excellent holistic advice across: Pension & retirement planning (including switching), Investment strategies, Inheritance tax & trust planning and Protection solutions.
* Retain and grow your portfolio through referrals primarily and targeted networking exposure.
* Exceptional cashflow planning through Voyant and Timeline.
* Deciding upon the strategy and Financial Plan for the client.
* Maximising client need areas building impeccable relationships with them, their relations and external third parties.
* Mentor and develop our paraplanners and support staff.
* Stay ahead of regulatory changes, being in the know and maintain your CPD.
* Achieve rounded KPIs while delivering a right-first-time service experience.
* Embrace Ai, researching, testing, and optimising your toolkit to enable you to be efficient, accurate and deliver top notch service.
* Actively participate in client events.
* Deliver fun and engaging meetings.
* Partake and lead in knowledge sharing adviser sessions and wider business adviser training sessions.
* Have relevant social media and marketing presence for clients.
* Ultimately service a client bank of 70-100 clients.
Our Ideal You
You may have: Started your own firm and don't like doing it alone or been with a large company and want something more dynamic!
Either way, you want a home for the foreseeable future where you can be your authentic awesome self.
* Minimum 2 years IFA experience, with active SPS & CAS (preference for 3-7 years advising experience).
* We want people to come and stay with us for at least ten years.
* Chartered status or clear path to achieve it in the next 12 months.
* Top-tier literacy, numeracy and decision-making skills.
* Confident with Word, Excel and the ability to pick up new systems fast.
* A self-starter with a can-do attitude and genuine team spirit.
* Client bank we don't really need your clients. We want you, if you have some you cant let go, we understand why and will do our best to accommodate.
Nice to Have
* Intelligent Office (Intelliflo), Voyant, FE Analytics, Timeline Cashflow planning software.
* A track record of building sustainable referrals and achieving retention targets.
Recruitment Timeline
Recruitment Rebellion Limited and Lucent are working together on this vacancy. This advert will be live for at least a month and applications are welcome at any time.
w/c 8th September - initial reach out discussions.
15th 29th September - 1st interviews, testing and final stage interviews.
Ready to make a real impact in a vibrant, supportive environment?
Let's chat and bring your expertise to Lucent Financial Planning!
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
Birmingham, England, United Kingdom
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