At a Glance
- Tasks: Research and build recommendations on pensions, investments, and retirement planning.
- Company: LCH / Wealth, a team that values high standards and collaboration.
- Benefits: Remote-first work with optional office time and flexible hours.
- Other info: Opportunity for career growth and improvement of processes.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Strong paraplanning experience and Diploma qualified (Level 4 or equivalent).
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 employer: LCH/WEALTH Ltd
At LCH / Wealth, we pride ourselves on being an exceptional employer that places a strong emphasis on the importance of paraplanning in delivering top-notch client care. Our remote-first work culture offers unparalleled flexibility, while our Central London office provides an option for in-person collaboration, fostering a supportive environment where high standards and teamwork are celebrated. With a commitment to employee growth and development, we ensure that our team members have the resources and opportunities to excel in their careers, making LCH / Wealth a truly rewarding place to work.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and report writing skills. Be ready to discuss your experience with complex cases and how you ensure high-quality advice. We want to see your passion for paraplanning shine through!
✨Tip Number 3
Show us your organisational skills! During interviews, highlight how you keep client records tidy and manage workflows effectively. This is key in a remote-first environment where clarity and consistency are crucial.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining a team that values high standards and collaboration.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your strong paraplanning experience in the UK financial planning environment. We want to see how your background aligns with our high standards and clear expectations.
Nail the Report Writing:Since high-quality report writing is key for us, take the time to showcase your skills in this area. Include examples of your suitability reports or client documentation to demonstrate your technical knowledge and good judgement.
Be Organised and Proactive:We’re looking for someone who’s organised and easy to work with. In your application, share instances where you’ve taken initiative or improved processes, as this will show us you’re a great fit for our team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at LCH/WEALTH Ltd
✨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 will show that you’re not just familiar with the concepts but can apply them in real-world scenarios.
✨Showcase Your Writing Skills
Since high-quality report writing is crucial for this role, prepare a few examples of suitability reports or client documentation you've created. Be ready to explain your thought process behind them and how you ensure clarity and accuracy in your writing.
✨Demonstrate Team Spirit
LCH / Wealth values teamwork, 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 shows your genuine interest in the position and helps you assess if it’s the right fit for you.
