Senior Financial Planner: Complex Cases & Growth Leader in St Albans

Senior Financial Planner: Complex Cases & Growth Leader in St Albans

St Albans Full-Time On-site
Lumin Wealth Management

Lumin Wealth Management is seeking a Senior Financial Planner in St Albans to manage and grow a high-value client portfolio. You will act as a technical reference, supporting the development of colleagues and delivering compliant advice across investments, pensions, and protection.

You’ll also grow new business with company-provided leads, while upholding professional standards and contributing to the firm’s technical templates and best practices.

Lumin Wealth Management

Contact Details:

Lumin Wealth Management Recruitment Team