Client Review Manager & Junior Paraplanner
Reporting to the Head of Operations, you will be resonsible for building trusted client relationships, owning the annual review journey, and developing the technical skills to deliver high‑quality, client‑centred advice.
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, so we make sure the work we do has a real and significant impact for you, and the people we work for!
We want agile, forward thinking and client centric individuals who are passionate about delivering the highest standards of work to benefit our clients and colleagues. We want people who are curious and want to continuously learn and develop themselves, no matter what they want to achieve in their career.
In this role you will support a bank of clients and be responsible for developing lasting relationships and making them feel part of our Lucent family. You will own the journey ensuring annual reviews are conducted timely and liaise with clients and advisors to organise and prepare for annual review meetings and then follow through with the production of the annual review or new business reports as appropriate. You will play a key role in maintaining the accuracy of our client data and implementing client plans as guided by our advisors.
This is a developmental role and we expect our CRMs to gain the QCF level 4 Diploma in Financial advice and complete an internal Learning journey as you develop your skills in writing reports from simple annual reviews, to complex new business. Once accredited with the diploma and successfully passed your learning journey, you will become a Junior Paraplanner, working independently to support our advisors.
In this role you will need diverse skills, with strong emphasis on written communications and attention to detail.
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 be:
- Ownership of our Client Annual Review Process, including organising meetings, completing Factfinds and Suitability Reports for the review and subsequent new business & the implementation of client plans as recommended by our advisors.
- Accurate completion of client files, ensuring all our research, recommendations and suitability is accurate and stored correctly for future reference.
- Maximising use of AI technology with software such as Copilot and PlannerPal to support updating Factfind information, business notes, Suitability Reports and efficiency of working.
- Preparation of client correspondence ensuring all client contact is stored and retrievable for compliance purposes.
- Managing any client queries, including the rare occasion where clients can’t be contacted, ensuring the appropriate processes are followed.
- Use of industry systems such as Voyant, Timeline, Intelliflo, FE analytics & Money Info, keeping our data up to date and accurate.
- Providing efficient administrative support to financial advisers and other members of the team to deliver client outcomes efficiently and accurately.
- Owning the growth of your knowledge and upskilling to support all clients effectively and in a timely manner.
In addition to the above, you will get involved in wider business activity such as:
- Engagement & contribution to Lucent client events, actively networking with clients to ensure they feel part of our Lucent family.
- Contribution to Lucent social media activities with the aim to drive client engagement and business opportunities.
- Supporting and upskilling fellow team members and responsiblity for the end workload being complete, not just own allocation of clients being supported.
What Else We're Looking For
Essentials:
- Able to work as a team supporting others and use own initiative with a ‘can do’ ‘positive’ attitude
- Efficient and diligent in getting things done
- Exceptional organisation & planning skills
- Excellent face to face, telephone and written communication skills
- Good knowledge and competence of Microsoft Word and Excel
- Delivery focused, with a drive for quality throughout
- Must have a keen eye for detail
- Strong IT skills and general administration
- Desire to learn and grow in the role gaining QCF level 4 Regulated Diploma in Financial Advice
- High levels of literacy and numeracy skills
Desired:
- QCF level 4 Diploma
- System competence: Intelligent office, Voyant, Timeline, Money Info
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.