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Regional Paraplanning Lead - Financial Planning
Posted 16 hours 43 minutes ago by Lumin Wealth Limited
Permanent
Not Specified
Other
Hertfordshire, St. Albans, United Kingdom, AL1 1
Job Description
Qualifications 
- Level 4 Diploma in Regulated Financial Planning
- Demonstrable paraplanning experience within a financial planning environment
- Strong technical knowledge of financial planning products, investments, pensions, and protection
- Excellent written and verbal communication skills
- Strong organisational skills with the ability to manage multiple cases and deadlines
- High level of accuracy and attention to detail
- Professional, trustworthy, and able to handle confidential information with discretion
- Reliable and accountable with a proactive approach to work
- Collaborative team player who supports colleagues and contributes to team success
- Committed to delivering high standards of client service
Lumin Wealth Limited
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