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 in clients' lives.
- Qualifications: Strong paraplanning experience and excellent report writing skills.
The predicted salary is between 38250 - 46750 £ 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
- 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
LCH/WEALTH offers a remote-first working environment that emphasizes high standards and clear expectations, making it an attractive employer for experienced paraplanners. The company values the contributions of its team members and provides flexibility with optional office time for those who prefer in-person collaboration. With a focus on client care and detailed documentation, LCH/WEALTH supports professional growth and development in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like LCH/WEALTH. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from LCH/WEALTH.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like LCH/WEALTH. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in LCH/WEALTH and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show LCH/WEALTH how you can be a team player!
How to prepare for a job interview at LCH/WEALTH
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with LCH/WEALTH.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with LCH/WEALTH's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
