Paraplanner - Financial Planning Support & Growth

Posted 1 day 3 hours ago by Lumin Wealth Management

Permanent
Full Time
Other
Hertfordshire, St. Albans, United Kingdom, AL1 1
Job Description

Lumin Wealth Management is seeking a Paraplanner in St Albans to join a collaborative paraplanning team supporting advisers with efficient, high-quality financial planning. You will work within dedicated pods or a centralised structure, aligned to advisers, and contribute to the delivery of client recommendations.

The role involves drafting reports, building cashflow models and handling client requests with accuracy.