Current Opportunities in Financial Planning

Financial Planning at Lumin

Lumin's planners take a holistic approach, lining up pensions, savings, investments, tax, retirement and estate planning into one tailored plan for each family. Financial Consultants and Chartered Financial Planners work through 1:1 consultations, backed by in-house Paraplanners.

A joined-up plan

Pensions, savings, investments, tax and protection are planned together, so clients make the right decisions in the right order.

Retirement and tax planning

Build cashflow plans that show clients how long their money will last, and make the most of pension, ISA and tax allowances.

A route to qualification

Join through the Adviser Academy as a graduate, or the Career Programme if you are a recently qualified Financial Planner.

Don't worry if you don't see any roles you want to apply for now. Register your interest to allow us to contact you when a suitable role meeting your criteria comes along.

Register Your Interest

Can’t see the right role?

If you are interested in opportunities at Lumin Wealth we would love to hear from you. Register your interest and we'll be in touch when a suitable role comes along.
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