Paraplanner

Lumin Wealth; St Albans; Presencial; GBP 36.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company pension

Birthday day off

Leave purchase

EV salary sacrifice

Training & development

Team events

Descripción de la vacante

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.

Formación

• Level 4 Diploma (desirable, but not essential for experienced candidates).
• Demonstrable paraplanning experience in a financial planning environment.
• Strong technical knowledge of investments, pensions and protection.
• Excellent written and verbal communication skills.
• The ability to manage multiple cases and deadlines with a high level of accuracy.
• A reliable, discreet and proactive approach, and a genuine team player.

Responsabilidades

• Liaising closely with advisers, including regular case update meetings
• Researching and analysing new business recommendations
• Drafting suitability reports for adviser review and sign-off
• Building and maintaining cashflow models for client advice and meeting preparation
• Providing technical support on calculations and complex queries
• Attending client meetings where needed and recording outcomes
• Handling client requests such as withdrawals, contributions and policy amendments
• Producing client-facing documents, including one-page summaries and review documentation
• Keeping client records and compliance documentation up to date, using CRM workflows to manage cases

Conocimientos

Excellent written and verbal comms

Strong technical knowledge

Multitasking / deadline management

Reliable, discreet, proactive

Educación

Level 4 Diploma (desirable)

Descripción del empleo

Description

Our paraplanning team brings together paraplanners, administrators and financial associates who work collaboratively to support the delivery of high-quality advice. Some team members work in dedicated pods (smaller, adviser-aligned teams), while others work in a centralised structure supporting the wider business. You’ll be aligned with specific advisers, although this may change in line with business needs.

Application Deadline: 13 November 2026

Department: Paraplanning

Location: St. Albans

Description

Our paraplanning team brings together paraplanners, administrators and financial associates who work collaboratively to support the delivery of high-quality advice. Some team members work in dedicated pods (smaller, adviser-aligned teams), while others work in a centralised structure supporting the wider business. You’ll be aligned with specific advisers, although this may change in line with business needs.

Key Responsibilities

• Liaising closely with advisers, including regular case update meetings
• Researching and analysing new business recommendations
• Drafting suitability reports for adviser review and sign-off
• Building and maintaining cashflow models for client advice and meeting preparation
• Providing technical support on calculations and complex queries
• Attending client meetings where needed and recording outcomes
• Handling client requests such as withdrawals, contributions and policy amendments
• Producing client-facing documents, including one-page summaries and review documentation
• Keeping client records and compliance documentation up to date, using CRM workflows to manage cases

Skills, Knowledge and Expertise

• Level 4 Diploma (desirable, but not essential for experienced candidates)
• Demonstrable paraplanning experience in a financial planning environment
• Strong technical knowledge of investments, pensions and protection
• Excellent written and verbal communication skills
• The ability to manage multiple cases and deadlines with a high level of accuracy
• A reliable, discreet and proactive approach, and a genuine team player

Benefits

• Company pension with 3% employer contributions, plus the option to invest in our actively managed models*
• 25 days' holiday (pro rata)
• An extra day off for your birthday*
• Option to buy 5 additional days' leave through salary sacrifice*
• Access to our Electric Vehicle Salary Sacrifice Scheme*
• Training and development support, with career growth opportunities
• A supportive team culture with company events throughout the year

*Available after successful completion of probation.