Paraplanner - Wealth Planning & Cashflow Expert

LGT Wealth Management UK; Greater London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

LGT Wealth Management UK LLP is a UK-based partnership owned by LGT. The Wealth Planning team provides comprehensive financial planning advice to individuals, companies, partnerships and trusts.

The Paraplanner role focuses on delivering professional and technical support to Wealth Planners based across LGT's UK offices in London, Bristol, Birmingham, Edinburgh, Manchester and Leeds, with the London base and remote support as needed.

Qualifications

• Paraplanner provides professional and technical support to Wealth Planners in meeting client objectives.

Responsibilities

• Prepare and maintain client files, ensuring compliance and accurate documentation.
• Build cash flow models using the firm’s tools and present analyses to Wealth Planners.
• Research and provide technical input on product data and recommendations for client advisory cases.
• Attend client meetings with Wealth Planners as required and support bespoke or complex cases.

Job description

LGT Wealth Management UK LLP is a UK-based partnership owned by LGT. The Wealth Planning team provides comprehensive financial planning advice to individuals, companies, partnerships and trusts.

The Paraplanner role focuses on delivering professional and technical support to Wealth Planners based across LGT's UK offices in London, Bristol, Birmingham, Edinburgh, Manchester and Leeds, with the London base and remote support as needed.