Regional Paraplanning Lead - Financial Planning
Job in
St Albans, Hertfordshire, AL1, England, UK
Listed on 2026-04-20
Listing for:
Lumin Wealth Limited
Full Time
position Listed on 2026-04-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Consultant, Financial Reporting
Job Description & How to Apply Below
Qualifications
- Level 4 Diploma in Regulated Financial Planning
- Demonstrable paraplanning experience within a financial planning environment
- Strong technical knowledge of financial planning products, investments, pensions, and protection
- Excellent written and verbal communication skills
- Strong organisational skills with the ability to manage multiple cases and deadlines
- High level of accuracy and attention to detail
- Professional, trustworthy, and able to handle confidential information with discretion
- Reliable and accountable with a proactive approach to work
- Collaborative team player who supports colleagues and contributes to team success
- Committed to delivering high standards of client service
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