Lucent Financial Planning

Senior Paraplanner - Technical Lead

Lynsey Saidler

Career Summary

I have been working in the financial services industry since 2014 in both administrative and paraplanning roles.

After spending 5 years living in Somerset, I relocated to Stratford Upon Avon in 2021 to be closer to family. I joined Lucent Financial Planning in January 2023. Working as a senior paraplanner has provided me with the opportunity to deepen my technical skills and expand my expertise in financial planning.

‍My Role at Lucent

As a Senior Paraplanner, I support our Financial Planners by analysing financial data and creating tailored recommendations for our clients. I have strong technical knowledge and stay updated on industry regulations to ensure my skills meet the changing needs of our clients and the team.

I am also working towards achieving Chartered status, which will enhance my expertise and increase the value I provide to both our clients and the team.

Why I Love Working at Lucent

I enjoy working at Lucent because of the friendly and supportive environment. Being part of a dedicated team allows me to strive for the best possible outcomes for our clients. I also appreciate the variety of cases I work on and the opportunity to help build financial plans that support our clients in achieving their life goals.

Why I'm Passionate About Financial Planning

I am passionate about financial planning because it enables me to help clients understand complex financial concepts. I enjoy using my technical and analytical skills to simplify details, ensuring clients feel informed and confident in their decisions. It’s fulfilling to know that my support helps clients live their best lives, secure in the knowledge that their finances are in good hands.