Paraplanner – Financial Planning Support & Growth

Lumin Wealth Management; St Albans; On-site; GBP 34,000 - 52,000; Full time

Benefits offered by this job

Company pension 3% employer

25 days holiday

Birthday leave

Salary sacrifice extra leave

EV salary sacrifice

Training and development

Team events

Job summary

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.

Qualifications

• Paraplanning experience in a financial planning environment.
• Strong technical knowledge across investments, pensions and protection.
• Excellent written and verbal communication skills.
• Ability to manage multiple cases and deadlines with high accuracy.
• Reliable, discreet and proactive team player.

Responsibilities

• Liaising closely with advisers and attending 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 prep.
• Providing technical support on calculations and complex queries.
• Attending client meetings and recording outcomes.
• Handling client requests such as withdrawals and policy amendments.
• Producing client-facing documents and review materials.
• Keeping client records and compliance docs up to date in CRM workflows.

Skills

Paraplanning experience

Investments knowledge

Pensions knowledge

Protection knowledge

Communication skills

Multi-case management

Team player

Education

Level 4 Diploma

Tools

CRM systems

Cashflow modelling

Job description

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.