Lumin Wealth Limited in St Albans seeks a paraplanning professional to support advisers and provide high-quality financial planning support. The role involves research, drafting reports, and building cashflow models to assist client meetings and decisions.
You’ll work with a collaborative paraplanning team across pods and a centralised structure, aligned with advisers, and you’ll contribute to maintaining compliance and delivering robust client documentation.
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We are looking to fill the Paraplanner: Collaborative Financial Planning & Growth position at Lumin Wealth Limited in St Albans, England, United Kingdom.
The advertised compensation is 36.000 - 54.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner: Collaborative Financial Planning & Growth role in the description above.
We appreciate your interest in this position.