Charlotte Papworth
Head of Advice Operations @Lumin Wealth
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WORK HISTORY
Head of Advice Operations @Lumin Wealth
EDUCATION
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning, Finance and Financial Management Services
ABOUT CHARLOTTE PAPWORTH
As Head of Advice Operations at Lumin Wealth, I’m responsible for overseeing the delivery, governance, and continuous improvement of our advice services. I have a strong background in advice operations, compliance, and process design, and I’m passionate about building scalable, high-quality frameworks that support both our clients and our adviser and paraplanning teams. I work closely with advisers, paraplanners, and stakeholders across the business to ensure advice is delivered consistently, efficiently, and in line with regulatory requirements. A big part of my role is identifying opportunities to improve how we work, strengthening our processes, and supporting our teams so they can focus on delivering high-quality advice and great outcomes for clients.
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