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Paraplanner - Financial Planning Support & Growth
Posted 1 day 2 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.
Lumin Wealth Management
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