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.

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 InfoExperienced using Microsoft Word and Excel to a high standard

Send us an email with a short covering letter and your CV.