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, flexible hours, and optional office time.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Join a team that values high standards and makes a real impact.
- 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 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 us 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 at LCH/Wealth or elsewhere.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and report writing skills. Be ready to showcase your experience with complex cases and how you can contribute to maintaining high standards at LCH/Wealth.
✨Tip Number 3
Don’t forget to highlight your organisational skills and proactive approach during interviews. Show us how you keep client records tidy and workflows smooth, as that’s what we value in our team!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our remote-first team at LCH/Wealth.
We think you need these skills to ace Senior Paraplanner
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 your written application reflects your ability to write clear and accurate suitability reports. Use language that mirrors the job description and showcases your technical knowledge. We love seeing candidates who can communicate complex ideas simply and effectively!
Highlight Team Collaboration:Since we value teamwork, don’t forget to mention your experience working closely with advisers and other team members. Share instances where you’ve contributed to a smooth workflow or improved processes. We’re all about collaboration here at LCH/Wealth!
Apply Through Our Website:Finally, make sure to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our remote-first team. We can’t wait to hear from you!
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 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 they contributed to client satisfaction or improved advice quality.
✨Demonstrate Team Spirit
LCH/Wealth values teamwork, so be prepared to discuss how you’ve collaborated with advisers and other team members in the past. 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 the company culture aligns with your values.
