Lumin Wealth Limited in St Albans is seeking a Financial Planner to manage and develop a portfolio of clients, including those transitioning from existing advisers and recent acquisitions, delivering compliant financial advice tailored to client needs.
You will be supported by company-provided leads and marketing initiatives to grow new business, with a focus on building long-term relationships, meeting regulatory standards and working with paraplanning support.
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Strategic Financial Planner - Build Relationships & Grow Advisory 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.
