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.
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We are looking to fill the Paraplanner – Financial Planning Support & Growth position at Lumin Wealth Management in St Albans, England, United Kingdom.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Paraplanner – Financial Planning Support & Growth role at Lumin Wealth Management, based in St Albans, England, United Kingdom.
The Paraplanner – Financial Planning Support & Growth role at Lumin Wealth Management is now open for applications in St Albans, England, United Kingdom.