Senior Paraplanner - Remote-First, High Standards

LCH/WEALTH Ltd; Greater London; Hybrid; 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

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.