Senior Paraplanner - Wealth Planning Expert

LGT Wealth Management UK; Greater London; Hybrid; GBP 45,000 - 59,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking an experienced Senior Paraplanner or Technical Specialist to support Wealth Planners across UK offices. The role involves owning paraplanning on standard, bespoke and complex cases, maintaining compliant files and providing technical input where needed.

The successful candidate will work with Wealth Planners remotely when required, ensuring high-quality client advice and robust documentation in line with FCA guidelines.

Qualifications

• Experience in paraplanning for wealth planning
• Ability to analyse clients' financial information to support Wealth Planners
• Familiarity with FCA guidelines and compliance documentation

Responsibilities

• Provide professional and technical paraplanning support to Wealth Planners
• Own paraplanning work on standard, bespoke and complex advice cases
• Collaborate with Wealth Planners across UK offices and remotely as needed
• Maintain complete and well-documented advice files, using iO system
• Identify information needed to complete cash flow models when required
• Assist with preparation and maintenance of client files and compliance documentation

Skills

Paraplanning

Wealth planning

Regulatory compliance

Client information analysis

Tools

Intelligent Office (iO) back-office system

Job description

LGT Wealth Management UK LLP is seeking an experienced Senior Paraplanner or Technical Specialist to support Wealth Planners across UK offices. The role involves owning paraplanning on standard, bespoke and complex cases, maintaining compliant files and providing technical input where needed.

The successful candidate will work with Wealth Planners remotely when required, ensuring high-quality client advice and robust documentation in line with FCA guidelines.