Join our team

Lucas Fettes Financial Planning are a growing Chartered Independent Financial Planning and Employee Benefits practice. As a national business, with offices and staff based across the UK, we are looking for ambitious and like-minded individuals to join our expert team.

If you are passionate about the financial services industry and enjoy helping people achieve their financial objectives, then please get in touch.

Current opportunities

Financial Planning Assistant – Norwich office

We are looking for an experienced and dynamic financial services administrator to join our team on a full time basis.  Applicants must be efficient, engaged and resourceful with excellent written and verbal communication skills, technical understanding, attention to detail and the ability to meet deadlines. Duties will predominantly involve providing a high quality administration and support service to our financial advisers and clients, to include processing new business, supporting ongoing client servicing and maintaining complete and accurate records. General office duties include answering phones, opening/distributing post, scanning and diary management. Applicants must have at least 5 GCSEs at Grade C or above or equivalent to include English and Maths, be IT proficient with IFA or relevant financial services admin experience. Holding a relevant qualification in Financial Services would be an advantage but is not essential.

 A full job description is available upon request. If you wish to apply, please forward your CV plus a covering email to lynne.hammerson@lffp.co.uk

Closing date for applications: 22nd January 2021.

Private Client Support Assistant – Peterborough office

 

We are looking for an enthusiastic and motivated individual with an interest in financial services to join our support team on either a full time or reduced hours basis. Applicants must have excellent written and verbal communication skills, attention to detail and the ability to plan and prioritise. Duties will predominantly involve supporting ongoing client servicing and assisting the support manager as required. General office duties include answering phones, opening/distributing post, scanning and diary management. Candidates must have at least 5 GCSEs at Grade C or above or equivalent to include English and Maths and be familiar with Microsoft IT systems. Experience in an administration and/or customer services role within an IFA or relevant financial services environment would be an advantage but not essential as full training will be provided.

A full job description is available upon request. If you wish to apply, please forward your CV plus a covering email to lynne.hammerson@lffp.co.uk

Closing date for applications: 22nd January 2021.

Independent Financial planners

We are looking to recruit financial planners, at all stages of their careers:

  • Newly qualified financial planners
  • Experienced financial planners with an existing client bank (with capacity)
  • Experienced financial planners with a full client bank

Of course, full support will be provided in order to help you during your transition.  Please email your CV plus a covering email to lynne.hammerson@lffp.co.uk.

Why join Lucas Fettes Financial Planning?

  • We are a growing, national company.
  • We are a Chartered firm and are fully independent.
  • We are independently owned by our directors and employees.
  • We offer equity incentives to key employees.
  • We were voted one of the ‘Best Financial Advisers to Work For 2020’ by Professional Adviser.
  • We invest in market-leading technology and have recently upgraded our back office system. 
Our heritage and our business today
Our awards, accreditations and memberships

Interested in starting or developing your career with us?

We are always looking for talented and motivated individuals to join our team, so whether you are a college leaver or university graduate looking to take your first steps in financial services, we are interested in hearing from you.

Financial Services Support Staff

We recruit trainee and experienced support staff who have a passion for financial services and the belief that working as part of a team to achieve the best result for the client is key. This is central to our ethos and is at the heart of everything we do.

Key attributes: 

  • Professional approach
  • Client centred
  • Ability to work in a team
  • Excellent communicator
  • Diligent and organised
  • Eye for detail
  • Numbers orientated
  • IT savvy 

Applicants must have at least 5 GCSEs at Grade C or above or equivalent to include English and Maths and be familiar with Microsoft IT systems. Experience in an administration and/or customer services role within an IFA or relevant financial services environment would be an advantage but not essential as full training and will be provided.

Get in touch

If you wish to contact us in relation to any of our current or potential career opportunities, or should you have any questions, please do get in touch with our HR Manager, Lynne Hammerson, by emailing Lynne.Hammerson@lffp.co.uk. Alternatively, you can contact us directly by calling 01603 706 820 or by emailing info@lffp.co.uk. 

Important information:

Lucas Fettes conduct a fair and unbiased recruitment process. We happily consider all applicants and will not condone discrimination on the account of race, gender, sexual orientation or by any other means.

We will hold your application details for the entirety of the recruitment process for the specific vacancy you apply for. Where you speculatively submit your details we will hold these whilst we consider any opportunities we may have at the time or in the near future. This period may extend up to a maximum of 12 months. You are free to withdraw your application / details at any time, and/or request for your information to be discarded.

For more information please see our Privacy Policy.

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What our clients have to say

 

‘I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.’

Financial Planner: Kerry Holmes

What our clients have to say

 

‘During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance’

Financial Planner: Liz Burrows

What our clients have to say

 

‘I have been very impressed by how I have been looked after by my personal financial adviser and I’m entirely happy with the service she has provided.’

Financial Planner: Sarah Maguire

What our clients have to say

 

‘[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘Kevin has been my financial advisor for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’

Financial Planner: Kevin Froggatt

What our clients have to say

 

‘You have been invaluable, giving me peace of mind concerning my financial affairs for many years.’

Financial Planner: Graham Moore

What our clients have to say

 

‘Thanks for your help and the great service.’

Financial Planner: Nathan Munt

What our clients have to say

 

‘I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.’

Financial Planner: Nathan Munt

What our clients have to say

 

‘Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.’

*Part of a client referral

Financial Planner: Beverly Lee and Neil Clarke

What our clients have to say

 

‘I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’

Financial Planner: Graham Moore

What our clients have to say

 

‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’

Financial Planner: Angela Carpenter

What our clients have to say

 

We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.

Financial Planner: Kevin Froggatt

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