Senior Paraplanner | Technical Specialist (London)

LGT Group; Greater London; Híbrido; GBP 60.000 - 90.000; Jornada completa

Descripción de la vacante

LGT Wealth Management UK LLP in London is seeking a Senior Paraplanner or Technical Specialist to support Wealth Planners across UK offices. You will independently own paraplanning for standard, bespoke and complex cases, provide technical input, and guide colleagues on specialist matters. Remote work may be supported where required.

Ideal candidates will bring strong judgement, FCA compliance awareness and experience with cashflow modelling and financial planning processes.

Formación

• Experience in paraplanning roles with ability to work independently on standard and complex cases.
• Familiarity with cashflow modelling and financial planning processes.
• Strong attention to detail and compliance with FCA guidelines.

Responsabilidades

• Own paraplanning for standard, bespoke and complex advice cases.
• Prepare cashflow models and analysis documents detailing outputs and findings.
• Draft and complete comprehensive financial advice letters and suitability reports.
• Oversee implementation of recommendations with administration team.
• Share technical knowledge with other paraplanners and contribute to process improvements.

Herramientas

Intelligent Office (iO)

Descripción del empleo

LGT Wealth Management UK LLP in London is seeking a Senior Paraplanner or Technical Specialist to support Wealth Planners across UK offices. You will independently own paraplanning for standard, bespoke and complex cases, provide technical input, and guide colleagues on specialist matters. Remote work may be supported where required.

Ideal candidates will bring strong judgement, FCA compliance awareness and experience with cashflow modelling and financial planning processes.