At a Glance
- 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.
- Other info: Collaborative environment with opportunities for professional growth.
- 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).
The predicted salary is between 50000 - 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)
- 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 in London employer: LCH/WEALTH
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 in London
✨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 maintain high standards in your work. We want to see your passion for paraplanning shine through!
✨Tip Number 3
Show us your organisational skills! Bring examples of how you've kept client records tidy and streamlined workflows in previous roles. This will demonstrate your proactive approach and fit with our team's values.
✨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 genuinely interested in joining our team at LCH/Wealth.
We think you need these skills to ace Senior Paraplanner in London
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 and client documentation to demonstrate your technical knowledge and good judgement.
Be Organised and Proactive:We love a candidate who’s organised and proactive! In your application, share instances where you’ve kept workflows tidy or improved processes. This will show us how you can contribute to our smooth operations.
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 team!
How to prepare for a job interview at LCH/WEALTH
✨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 theory but have practical experience too.
✨Showcase Your Report Writing Skills
Since high-quality report writing is crucial for this role, prepare a few examples of your past suitability reports. Be ready to explain your thought process behind them and how you ensure clarity and accuracy in your documentation.
✨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’s approach to paraplanning and how they maintain high standards. This shows your genuine interest in the role and helps you assess if their values align with yours.
