Senior Paraplanner & Technical Specialist - London

Lgtwm; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

LGT Wealth Management UK LLP in London seeks a Senior Paraplanner or Technical Specialist to provide professional and technical paraplanning support for Wealth Planners across UK offices. The role focuses on complex cases, cashflow modelling, and high-quality decision support, with London-based presence and remote support where needed.

You will own paraplanning from data collection to final advice, manage files, data, and compliance, and mentor colleagues while collaborating with Wealth Planners

Qualifications

• Chartered Financial Planner status or near completion.
• Five+ years of technical paraplanning experience for HNW/UHNW clients.
• Proficiency with Voyant for cashflow modelling.

Responsibilities

• Lead bespoke and complex paraplanning for Wealth Planners across UK offices.
• Prepare and maintain complete client files and compliance documentation.
• Build and review cashflow models, input data accurately, explain outputs to wealth planners.
• Draft detailed advice letters and suitability reports with clear rationale.
• Oversee implementation and ensure timely, compliant submission by administration.
• Share technical knowledge and mentor junior colleagues.

Skills

Chartered Financial Planner

Senior Paraplanner

Technical analysis

Cashflow modelling

Voyant

Intelligent Office

Excel

Stakeholder collaboration

Education

Chartered Financial Planner status

Tools

Voyant

Intelligent Office (iO)

IRESS Exchange

Defaqto Engage

Synaptics Research

Job description

LGT Wealth Management UK LLP in London seeks a Senior Paraplanner or Technical Specialist to provide professional and technical paraplanning support for Wealth Planners across UK offices. The role focuses on complex cases, cashflow modelling, and high-quality decision support, with London-based presence and remote support where needed.

You will own paraplanning from data collection to final advice, manage files, data, and compliance, and mentor colleagues while collaborating with Wealth Planners