Lucent Financial Planning
Chartered Financial Planner
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Elevate Your Career with Lucent Financial Planning
Where expertise meets energy, and every day is an opportunity to make a real difference for clients you’ll genuinely enjoy working with!
Why You’ll Love Lucent
We’re more than colleagues—we’re like family. That’s right, love each other but argue! 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: the opportunity to be part of an Employee-owned business.
Perks, Benefits & Culture
- 30 days’ holiday (pro rata) + Christmas off + bank holidays
- Friday 2pm office closure
- Company Pension 10% Employer Contribution, Bonus scheme, Group income protection, Death in service & Private medical insurance
- Team socials, workshops, charity walks and events
- A culture of loyalty, honesty and mutual respect—your growth is our growth
- Basic salary: £65,000 - £95,000 dependant upon experience
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 client experience 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.
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What You’ll Do
- Provide excellent holistic advice across:
- Pension & retirement planning (including switching)
- Investment strategies
- Inheritance tax & trust planning
- 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 around 70-100 clients which we will help to onboard a large portion with you
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 or want to feel more valued.
- Either way, you want a home for the foreseeable future where you can be your authentic awesome self.
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.
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Nice to Have
- Intelligent Office (Intelliflo), Voyant, FE Analytics, Timeline Cashflow planning software, Moneyinfo
- A track record of building sustainable referrals and achieving retention targets
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 and helping others in the business do so too.
- Curious!
- Do wider reading / listening / looking!
- It’s 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-focused. Enjoy socialising and finding out about people.
- Proactive helper - you want to help people. It’s very simple! That should be your sole motivation.
Ready to make a real impact in a vibrant, supportive environment?
Let’s chat—and bring your expertise to Lucent Financial Planning!
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