Paraplanner: Remote Wealth Planning Support

Lgtwm; Greater London; Hybride; GBP 40 000 - 58 000; Plein temps

Résumé du poste

LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional paraplanning support to Wealth Planners across UK regional offices. The role focuses on cash flow modelling, research, and producing comprehensive financial planning letters and suitability reports.

You will work with Wealth Planners, Compliance, and Administration teams to meet client objectives. The successful candidate will have a CII Diploma (level 4) and ideally Level 6 Advanced Diploma, with 3+ years of

Qualifications

• CII Diploma in Regulated Financial Planning or equivalent level 4 qualification.
• Completed or working towards Level 6 Advanced Diploma in Regulated Financial Planning.
• Three years or more of paraplanning experience.

Responsabilités

• Prepare and maintain client files and cash flow models as required.
• Produce research, calculations and reports within processes and timescales.
• Support Wealth Planners and escalate to Senior Paraplanner or Technical Specialist as needed.
• Attend client meetings when required and manage advice letters and suitability reports.
• Oversee implementation of recommendations and prepare for client reviews.

Connaissances

Financial planning knowledge

Cashflow modelling

Regulatory understanding

Excel advanced

Voyant

Formation

CII Diploma in Regulated Financial Planning (level 4)

Level 6 Advanced Diploma in Regulated Financial Planning

Outils

Intelligent Office

Synaptics Research

Defaqto Engage

IRESS Exchange

Voyant

Description du poste

LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional paraplanning support to Wealth Planners across UK regional offices. The role focuses on cash flow modelling, research, and producing comprehensive financial planning letters and suitability reports.

You will work with Wealth Planners, Compliance, and Administration teams to meet client objectives. The successful candidate will have a CII Diploma (level 4) and ideally Level 6 Advanced Diploma, with 3+ years of