Chartered Paraplanner
Reporting to the Head of Operations, you will be responsible for developing lasting relationships with clients, engaging through their onboarding journey and making them feel part of our Lucent family.
Headline Numbers
Additional Benefits
Company Pension + Bonus scheme + Group Income Protection + Private Medical Insurance (where available on completion of Probation period).
Position Overview
You’ve got one life, and you spend a LOT of it at work. At Lucent, we believe that work should be meaningful, fast‑moving and genuinely impactful - for you, and for the clients whose lives we help shape.
We are looking for an exceptional Chartered Paraplanner to play a senior, influential role at the very heart of our advice process. This is not a back‑office position. This role is about technical knowledge, pace and presence - bringing our advice to life through outstanding technical knowledge, clarity and confidence.
You will be the face of Lucent’s advice proposition, setting the standard for how high‑quality, compliant and client‑centred advice is delivered. Working at speed and with precision, you will lead on new business and complex cases, producing suitability reports that are technically robust and genuinely personal.
We’re looking for a Chartered Paraplanner who is comfortable being visible. This role goes beyond writing reports. You’ll be trusted to explain complex technical matters clearly - to advisers, colleagues, third parties and, at times, directly to clients - helping people fully understand what matters and why. You won’t sit on the fence. You’ll help move decisions forward, combining technical excellence with pace, practicality, and a strong sense of client care.
This is a role for someone who thrives in a high‑standards, high‑trust environment, who enjoys working at pace, and who takes pride inbeing known for their technical credibility, judgement and impact.
You will be Chartered and want to play a visible and influential role in a growing financial planning firm.
Why Choose Lucent?
Lucent Financial Planning are an innovative, caring and dynamic company. Our vision is
to help people get the most out of their lives by getting the most out of their money.
We pride ourselves in providing amazing client experience and service. We regularly host client
social and education events, along with walks and workshops.
We have a strong team ethos full of Lucent love!
Key Responsibilities
Your primary job role will focus on technical excellence, client outcomes and continuous improvement, being the face of Lucent's advice proposition.
This includes:
- Leading research and report writing for new business and complex cases
- Producing clear, accurate and compliant suitability reports that reflect Lucent’s clientfirst approach
- Ensuring a consistent “single version of truth” across platforms, products and documentation
- Supporting advisers with highquality research, portfolio analysis and technical insight
- Using tools such as Voyant, Timeline, Intelliflo, FE Analytics and Moneyinfo to keep client data accurate and up to date
- Making smart use of AI tools (including Copilot and Adviserly AI) to improve quality, efficiency and consistency
- Proactively monitoring regulatory, legislative and market change and embedding this across the business
- Owning and evolving Lucent’s paraplanner processes, templates, workflows and documentation
- Managing file checking activity in line with Training & Competency requirements
- Acting as a key point of contact with Compliance partners to maintain and enhance regulatory standards
- Coaching and supporting colleagues, championing best practice and acting as a technical reference point for paraplanners and advisers
- Contributing to audits, propositions, Consumer Duty reporting and centralised investment research
- Delivering paraplanning and compliancerelated training where needed
- Engaging in Lucent client events and building strong relationships with clients
- Contributing to Lucent’s wider presence, including social media and professional forums
- Playing an active role in shaping the future of the business and how we deliver advice
What Else We're Looking For
Essentials:
- Effective organisational and planning skills
- Delivery focused, with a drive for quality throughout
- High levels of literacy and numeracy skills
- Must have a keen eye for detail and produce accurate work at pace.
- Able to work as a team, leading and supporting others and use own initiative with a ‘can do’ attitude
- Chartered QCF level 6 in Financial Planning
- Excellent coaching, internal presenting and communication skills
- High level of knowledge application to review and support advisers in identifying client outcomes
- Experienced using Microsoft Word and Excel to a high standard
Desired:
- System Competence: Intelligent Office, FE Analytics, Adviser Asset, Defaqto, Assureweb, Langcat, Timeline, Voyant & Money Info
- Experienced using Microsoft Word and Excel to a high standard
CHANGE
At Lucent, we live and breath our six 'CHANGE' values:
Curious
We are eager to learn to better ourselves and our clients.
Honest
We do the right thing by ourselves and our clients.
Alternative
We embrace and celebrate our uniqueness.
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Nurturing
We help those around us grow to be their best.
Generous
Our time and support is open to all.
Entrepreneurial
We don’t stand still – ideas are there to pursue.
Fancy joining our award-winning team?
Are you looking for a career where you can thrive, grow, and have a bit of fun along the way?
We're not your typical finance firm, so if you like the cut of our jib and think you'd be a great addition to the team, we'd love to hear from you!
Click the button below to send us an email with a short covering letter and your CV.