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Wealth Client Engagement Specialist

Job in St Albans, Hertfordshire, AL1, England, UK
Listing for: Lumin Wealth
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Lumin Wealth, based in St Albans, is seeking a Client Engagement Executive to support our financial advisory team. This pivotal role focuses on managing client engagements, ensuring smooth appointment scheduling, and supporting seminar logistics. The ideal candidate is highly organised, personable, and thrives on building genuine client relationships.

With a preference for candidates with experience in financial services, this role offers an excellent opportunity to contribute to a leading firm recognized for its client-focused approach.

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