Wealth Planning Paraplanner - Cashflow & Research Pro

LGT Wealth Management UK LLP; Greater London; Hybrid; GBP 38.000 - 55.000; Vollzeit

Zusammenfassung

LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional and technical support to Wealth Planners across UK offices. You will gather client data, prepare cash flow models, and produce clear, compliant financial advice letters and reports.

You will research technical data, support with bespoke cases, and work with investment managers, lawyers and tax advisers to ensure suitable recommendations. A London-base role may require remote support as needed.

Qualifikationen

• CII Diploma in Regulated Financial Planning or equivalent level 4.
• Level 6 Advanced Diploma in Regulated Financial Planning.
• Three years or more of recent, comprehensive paraplanning experience.

Aufgaben

• Prepare and maintain client files and collect/analyze client financial information.
• Build cash flow models and prepare analysis documents for senior planners.
• Manage standard advice cases with accurate research, calculations and reports.
• Attend client meetings with Wealth Planners as required.
• Oversee implementation of recommendations with administration team.

Kenntnisse

Paraplanning

Cash flow modelling

Financial planning

Regulatory process

Voyant

Intelligent Office

Synaptics Research

Defaqto Engage

IRESS Exchange

Microsoft Excel

Ausbildung

CII Diploma in Regulated Financial Planning or equivalent (level 4)

Level 6 Advanced Diploma in Regulated Financial Planning

Tools

Voyant

Intelligent Office (iO)

Synaptics Research

Defaqto Engage

IRESS Exchange

Microsoft Excel

Jobbeschreibung

LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional and technical support to Wealth Planners across UK offices. You will gather client data, prepare cash flow models, and produce clear, compliant financial advice letters and reports.

You will research technical data, support with bespoke cases, and work with investment managers, lawyers and tax advisers to ensure suitable recommendations. A London-base role may require remote support as needed.