Wealth Planning Paraplanner – Remote Support Specialist

LGT Group; Greater London; Hybrid; GBP 42,000 - 56,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional and technical support to Wealth Planners across UK regional offices, with base in London and remote-working capability. The role focuses on cash flow modelling, research, and preparing suitability reports to meet clients’ objectives.

The successful candidate will have a CII Level 4 qualification, 3+ years paraplanning experience, and strong knowledge of financial planning processes, with strong Excel skills and

Qualifications

• CII Diploma in Regulated Financial Planning (or equivalent)
• Level 6 Advanced Diploma in Regulated Financial Planning desirable
• Three years or more of paraplanning experience; strong technical capability

Responsibilities

• Prepare and maintain client files and cash flow models.
• Provide technical support to Wealth Planners and attend client meetings when required.
• Research product data and prepare clear, concise advice letters and suitability reports.
• Oversee implementation of recommendations with the administration team.
• Assist with client reviews and ongoing financial planning tasks.

Skills

Cashflow modelling

Planning & organisation

Regulatory knowledge

Technical query handling

Education

CII Diploma in Regulated Financial Planning (Level 4)

Level 6 Advanced Diploma in Regulated Financial Planning

3+ years paraplanning experience

Tools

Voyant

Intelligent Office (iO)

Synaptics Research

Defaqto Engage

IRESS Exchange

Microsoft Excel (Advanced)

Job description

LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional and technical support to Wealth Planners across UK regional offices, with base in London and remote-working capability. The role focuses on cash flow modelling, research, and preparing suitability reports to meet clients’ objectives.

The successful candidate will have a CII Level 4 qualification, 3+ years paraplanning experience, and strong knowledge of financial planning processes, with strong Excel skills and