Financial Adviser / Planner
Elevate your career with Lucent Financial Planning where expertise meets energy, and everyday is an opportunity to make a real difference for clients you’ll genuinely enjoy working with!
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!
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 you call home for the long term where you have the scope
to input into the wider vision and expand your role and responsibilities at your desire.
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.
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:
- 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 needs 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 aware 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.
What Else We're Looking For
Essentials:
- 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 can’t let go, we understand why and will do our best to accommodate.
Desired:
- Intelligent Office (Intelliflo), Voyant, FE Analytics, Timeline Cashflow planning software experience.
- A track record of building sustainable referrals and achieving retention targets.
How Us Your Enthusiasm for Financial Planning
We want people that want to be involved in the future of financial planning. What does this
mean?
- Taking an interest inside of the day job to find out more about what’s going on.
- Enjoy attending events - to learn not just to mill around! You are capable of taking that learning and applying it to your role while helping others in the business do so too.
- We want you to be curious!
- Do wider reading / listening / looking! It doesn’t matter on what really, because we are life planners and life is all encompassing! But taking that and applying relevant points to role.
- Friendly & people focussed. Enjoy socialising and finding out about people.
- Proactive helper - you want to help people. It’s very simple! That should be your sole motivation.
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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.