Lumin Wealth Limited in St Albans seeks a paraplanning professional to support advisers and provide high-quality financial planning support. The role involves research, drafting reports, and building cashflow models to assist client meetings and decisions.
You’ll work with a collaborative paraplanning team across pods and a centralised structure, aligned with advisers, and you’ll contribute to maintaining compliance and delivering robust client documentation.
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Paraplanner: Collaborative Financial Planning & Growth 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.
