Paraplanner - Wealth Planning (Remote-ready)

LGT Crestone Wealth Management Limited; Greater London; Hybrid; GBP 42,000 - 64,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking a Paraplanner to support Wealth Planners across UK regional offices from its London base. The role involves handling paraplanning tasks, cash flow modelling, and regulatory compliance to deliver comprehensive financial planning for individuals, companies, and trusts.

You will work closely with Wealth Planners, attend client meetings when required, and contribute to complex cases under guidance from a Senior Paraplanner or Technical Specialist.

Qualifications

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

Responsibilities

• Provide technical paraplanning support to Wealth Planners.
• Prepare and maintain client files and cash flow models when required.
• Produce research, calculations and reports for standard advice cases.
• Oversee implementation of recommendations with the administration team.

Skills

Paraplanning

Cashflow modelling

Regulatory knowledge

FCA compliance

Financial calculations

Education

CII Diploma Regulated FP

Level 6 Advanced Diploma in Regulated FP

Three years paraplanning experience

Tools

Intelligent Office (iO)

Voyant

Synaptics Research

Defaqto Engage

IRESS Exchange

Job description

LGT Wealth Management UK LLP is seeking a Paraplanner to support Wealth Planners across UK regional offices from its London base. The role involves handling paraplanning tasks, cash flow modelling, and regulatory compliance to deliver comprehensive financial planning for individuals, companies, and trusts.

You will work closely with Wealth Planners, attend client meetings when required, and contribute to complex cases under guidance from a Senior Paraplanner or Technical Specialist.