Senior Financial Planner: Complex Cases & Growth

Lumin Wealth Management is seeking a Senior Financial Planner to manage and grow a portfolio of high-value clients in St Albans. You'll lead complex cases, deliver robust, well-documented advice across investments, pensions and protection, and mentor junior planners.

You'll grow the business through company-provided leads, seminars and marketing activity, while upholding professional standards and contributing to the firm's technical templates and best practices.