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- Tasks: Research and build recommendations on pensions, investments, and retirement planning.
- Company: LCH/Wealth, a forward-thinking financial planning firm.
- Benefits: Remote-first work culture with optional office time and flexibility.
- Why this job: Join a team that values high standards and makes a real impact in client care.
- Qualifications: Strong paraplanning experience and Diploma qualified (Level 4 or equivalent).
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly. This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know.
Working style: Remote-first. If you live near our Central London office, you can come in as often as you like. Ideally, you will join us in person around one day per week (where practical).
What you’ll be doing:
- Researching and building recommendations across pensions, investments, protection, retirement planning, and tax planning
- Writing clear, accurate suitability reports and client documentation
- Supporting advisers on complex cases and helping drive consistency in advice quality
- Preparing review work, analysis, and planning outputs
- Keeping client records and workflows tidy on our CRM (Intelligent Office, iO)
- Working closely with advisers and the wider team to keep things running smoothly
What we’re looking for:
- Strong paraplanning experience in a UK financial planning environment
- Diploma qualified (Level 4 or equivalent)
- High-quality report writing, strong technical knowledge, and good judgement
- 4 years experience as a Senior/Technical Paraplanner
- Someone who is organised, proactive, and easy to work with
- A genuine focus on team fit and how you show up day to day
Nice to have:
- Chartered (or working towards it)
- Experience with more complex planning cases
- Confidence improving templates, processes, and ways of working
Why LCH/Wealth:
- A remote setup with real flexibility
- Optional office time for those who want it
- A team that values standards, trust, and doing the job properly
Senior Paraplanner - LCH/WEALTH Ltd in London employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - LCH/WEALTH Ltd in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at LCH/Wealth. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and report writing skills. Be ready to discuss your experience with complex cases and how you’ve contributed to team success in the past.
✨Tip Number 3
Show us your personality! LCH/Wealth values team fit, so don’t be afraid to let your genuine self shine through during interviews. Share your passion for paraplanning and how you can contribute to the team culture.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our team.
We think you need these skills to ace Senior Paraplanner - LCH/WEALTH Ltd in London
Some tips for your application 🫡
Show Your Paraplanning Passion: When you're writing your application, let your enthusiasm for paraplanning shine through! We want to see how much you care about delivering high-quality advice and supporting clients. Share specific examples of your experience that highlight your commitment to excellence.
Tailor Your Suitability Reports: Make sure to showcase your report writing skills in your application. We’re looking for clarity and accuracy, so include examples of suitability reports you've crafted. This will demonstrate your technical knowledge and attention to detail, which are key for us at LCH/Wealth.
Highlight Team Collaboration: Since we value teamwork, mention how you've worked closely with advisers and other team members in the past. Share instances where your proactive approach helped improve processes or outcomes. We want to know how you contribute to a positive team dynamic!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our remote-first setup and being part of our fantastic team.
How to prepare for a job interview at Jobster
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and tax planning. Be ready to discuss specific cases you've worked on and how you approached them. This shows that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Writing Skills
Since high-quality report writing is key for this role, prepare a few examples of suitability reports or client documentation you've created in the past. Be ready to explain your thought process behind them and how they benefited your clients.
✨Demonstrate Team Spirit
LCH/Wealth values team fit, so be prepared to talk about how you collaborate with advisers and other team members. Share examples of how you've contributed to a positive team environment and helped drive consistency in advice quality.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, expectations, and how they measure success in the paraplanning role. This not only shows your interest in the position but also helps you gauge if it’s the right fit for you.
