Lumin Wealth is seeking a Financial Planner to build and grow a client portfolio with the backing of an established, growing firm. You’ll manage clients moving from existing advisers and recent acquisitions, supported by company-provided leads and paraplanning support.
You’ll maintain trusted relationships, deliver compliant, tailored advice, and actively grow new business while hitting KPIs and maintaining high regulatory standards.
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Growth-Focused Financial Planner with Lead Support 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.
