Lumin Wealth Limited, headquartered in St Albans, is seeking a Financial Planner to build and grow a client portfolio with the backing of an established, growing firm. You’ll take on clients moving from existing advisers and recent acquisitions, supported by company-provided leads and paraplanning support.
You’ll manage and develop a portfolio of clients, deliver compliant advice across investments, pensions and protection, and work with paraplanning on suitability reports while pursuing new
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Financial Planner: Grow Your Client Portfolio & Impact in St Albans employer: Lumin Wealth Limited
Lumin Wealth Limited is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions as a Full-Stack Engineer will directly impact adviser productivity and client satisfaction. With opportunities for professional growth and a hybrid work model in the vibrant city of St Albans, you will thrive in an environment that values creativity and teamwork while working on cutting-edge technology projects.
