Remote-Ready Paraplanner for Wealth Planning

LGT; Greater London; Remote; GBP 38,000 - 54,000; Full time

Job summary

LGT Wealth Management UK LLP in London is seeking a qualified Paraplanner to provide professional paraplanning support to Wealth Planners across the UK offices. You will analyse client information, prepare cash flow models, and produce comprehensive research and reports.

Based in London with remote working, you will help deliver compliant financial plans, advise on retirement, tax, and investment strategies, and coordinate with administration to ensure timely implementation and client review

Qualifications

• CII Diploma in Regulated Financial Planning or equivalent level 4 qualification.
• Level 6 Advanced Diploma in Regulated Financial Planning preferred.
• 3+ years paraplanning experience in financial planning context.

Responsibilities

• Provide paraplanning support with research, analyses and reports for Wealth Planners.
• Prepare financial advice letters and suitability reports with clear, concise language.
• Coordinate with investment managers, legal advisors and tax advisors as needed.
• Assist in cash flow modelling and maintain client files and documentation.
• Support client reviews and oversee implementation with administration team.

Skills

Attention to detail

Time management

Organizational skills

Integrity

Problem solving

Education

CII Diploma in Regulated Financial Planning

Advanced Diploma (Level 6) in Regulated Financial Planning

Tools

Voyant

Intelligent Office (iO)

Synaptics Research

Defaqto Engage

IRESS Exchange

Microsoft Excel

Job description

LGT Wealth Management UK LLP in London is seeking a qualified Paraplanner to provide professional paraplanning support to Wealth Planners across the UK offices. You will analyse client information, prepare cash flow models, and produce comprehensive research and reports.

Based in London with remote working, you will help deliver compliant financial plans, advise on retirement, tax, and investment strategies, and coordinate with administration to ensure timely implementation and client review