Paraplanner: Collaborative Financial Planning & Growth

Lumin Wealth Limited; St Albans; On-site; GBP 36,000 - 54,000; Full time

Benefits offered by this job

Company pension

Birthday day off

Leave purchase

EV salary sacrifice

Training & development

Team events

Job summary

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.

Qualifications

• 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.

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

Excellent written and verbal comms

Strong technical knowledge

Multitasking / deadline management

Reliable, discreet, proactive

Education

Level 4 Diploma (desirable)

Job description

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.