Lumin Wealth Limited in St Albans is seeking a Chartered Senior Financial Planner to manage a portfolio of higher-value clients with company-provided leads behind you and to help shape technical standards across the firm.
You will manage and develop relationships with higher-value clients, take a lead role on complex cases, and deliver robust, well-documented advice across investments, pensions and protection. The role includes mentoring junior planners and contributing to standards.
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Senior Financial Planner: High-Value Clients & Mentorship 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.
