Senior Paraplanner: Complex Wealth Planning Lead

LGT Wealth Management UK LLP; Greater London; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

LGT Wealth Management UK LLP seeks an experienced Senior Paraplanner or Technical Specialist to support Wealth Planners across UK offices, including London, with paraplanning, cashflow modelling and regulatory compliance.

You will own complex cases, mentor colleagues and liaise with investment managers and advisers, while handling administration and quality control in a fast‑paced Wealth Planning team.

Qualifications

• Chartered Financial Planner status, or near completion of advanced diploma.
• Five years of paraplanning experience with high‑net‑worth cases.
• Practical experience using Voyant for cashflow modelling.

Responsibilities

• Lead paraplanning for standard, bespoke and complex cases.
• Own file quality and ensure compliant, well‑documented advice.
• Prepare cashflow models and analysis for Wealth Planners.
• Provide guidance to junior paraplanners and colleagues.
• Coordinate with investment managers, lawyers and tax advisers as needed.
• Oversee implementation and ensure timely, accurate submission.

Skills

Voyant cashflow modelling

Excel

Technical planning knowledge

Independent case ownership

Education

Chartered Financial Planner status

Five years paraplanning experience

Tools

Voyant

Intelligent Office (iO)

Defaqto Engage

IRESS Exchange

Job description

LGT Wealth Management UK LLP seeks an experienced Senior Paraplanner or Technical Specialist to support Wealth Planners across UK offices, including London, with paraplanning, cashflow modelling and regulatory compliance.

You will own complex cases, mentor colleagues and liaise with investment managers and advisers, while handling administration and quality control in a fast‑paced Wealth Planning team.