Senior Paraplanner

LCH/WEALTH Ltd; Greater London; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Remote setup with real flexibility

Optional office time

Job summary

LCH/WEALTH Ltd is seeking a detailed and dedicated paraplanner to join our remote-first team based in Greater London. This role emphasizes high standards and the importance of clear, accurate client documentation as part of our commitment to excellent service.

The ideal candidate will have over 4 years of experience as a Senior/Technical Paraplanner in a UK financial planning environment, with strong report writing skills and technical knowledge. We offer real flexibility, with optional office time for those who prefer it.

Qualifications

• 4 years experience as a Senior/Technical Paraplanner is required.
• Experience in a UK financial planning environment is essential.
• Organised, proactive, and good team fit are important qualities.

Responsibilities

• Research and build recommendations across various financial areas.
• Write clear, accurate suitability reports and client documentation.
• Support advisers on complex cases and drive consistency in advice quality.

Skills

Strong paraplanning experience

High-quality report writing

Technical knowledge

Good judgement

Organised and proactive

Tools

CRM (Intelligent Office)

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)
• 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
• 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