Careers at Lucro
Advice is a craft. We teach it properly.
Too often, a new adviser gets a phone, a target and very little time to learn the job. The Lucro Academy gives people a proper route into the profession.
Who we are looking for
Curiosity matters more than a CV. The best advisers we have worked with came from teaching, hospitality, the armed forces and sales, and what they had in common was that they liked people and were prepared to be told they were wrong.
You do not need a finance degree. You do not need qualifications before you start, because we will fund and support them. You do need to be genuinely interested in other people's lives, because that is most of the job.
The programme
The Lucro Academy
A structured route from no experience to advising your own clients, with the exams paid for and the time to actually study built into your week rather than bolted onto your weekend.
Learn the ground
The Level 4 Diploma, studied properly. You sit with advisers, listen to real conversations and understand what the exam material actually means before you are ever in front of a client.
Learn the room
Paraplanning and client support. You see how a recommendation is built, why it is built that way, and what happens when a case is difficult rather than textbook.
Take the seat
Supervised advising, then your own clients. Nobody is put in front of a family making a serious decision until they are ready, and readiness is judged on evidence rather than on how long you have been here.
What the first year actually looks like
Study time is protected in the diary. Exam fees and materials are paid. You are in the room for real client meetings from early on, because reading about a conversation and sitting in one are different things.
It is not easy and we will not pretend otherwise. The exams are hard, the volume is real, and there is a point around month four where most people wonder what they have done. Everyone here has been through it.
Already qualified?
If you are an experienced adviser and you are tired of a proposition you cannot defend, or admin that eats the part of the job you enjoy, we should talk. We are building the firm we wanted to work at.
How to get in touch
There is no formal application window and no online form that disappears into a black hole. Send us something that tells us who you are and why this interests you, and one of us will read it and reply.
The work itself spans financial planning, mortgages and insurance, and everyone here learns all three. Our approach explains the standard you would be trained to.