Senior Paraplanner

LCH/WEALTH Ltd; Remote; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking an experienced Senior Paraplanner to join their remote-first team. The successful candidate will be responsible for researching and providing recommendations across various financial areas, including pensions and tax planning. This role requires strong report-writing skills, a deep understanding of financial planning, and a proactive approach to collaboration. The firm offers flexible remote working with optional office time for those near London.

Benefits

Remote setup with real flexibility

Optional office time

A team that values standards and trust

Qualifications

• 4 years of experience as a Senior/Technical Paraplanner is essential.
• Experience with complex cases is advantageous.
• Confident in improving templates and processes.

Responsibilities

• Research and build recommendations across pensions, investments, and tax planning.
• Write clear, accurate suitability reports and client documentation.
• Support advisers on complex cases.

Skills

Strong paraplanning experience in a UK financial planning environment

High-quality report writing

Technical knowledge

Good judgement

Organised and proactive

Education

Diploma qualified (Level 4 or equivalent)

Tools

Intelligent Office (iO)

Job description

At LCH/Wealth, paraplanning is not a back‑office afterthought. It’s a core part of how we look after clients properly.

This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know.

Working style

• Remote‑first
• If you live near our Central London office, you can come in as often as you like
• Ideally, you will join us in person around one day per week (where practical)

What you’ll be doing

• Researching and building recommendations across pensions, investments, protection, retirement planning, and tax planning
• Writing clear, accurate suitability reports and client documentation
• Supporting advisers on complex cases and helping drive consistency in advice quality
• Preparing review work, analysis, and planning outputs
• Keeping client records and workflows tidy on our CRM (Intelligent Office, iO)
• Working closely with advisers and the wider team to keep things running smoothly

What we’re looking for

• Strong paraplanning experience in a UK financial planning environment
• Diploma qualified (Level 4 or equivalent)
• High‑quality report writing, strong technical knowledge, and good judgement
• 4 years experience as a Senior/Technical Paraplanner
• Someone who is organised, proactive, and easy to work with
• A genuine focus on team fit and how you show up day to day

Nice to have

• Chartered (or working towards it)
• Experience with more complex planning cases
• Confidence improving templates, processes, and ways of working

Why LCH/Wealth

• A remote setup with real flexibility
• Optional office time for those who want it
• A team that values standards, trust, and doing the job properly