LGT Wealth Management UK LLP is seeking a Paraplanner to support Wealth Planners across UK regional offices from its London base. The role involves handling paraplanning tasks, cash flow modelling, and regulatory compliance to deliver comprehensive financial planning for individuals, companies, and trusts.
You will work closely with Wealth Planners, attend client meetings when required, and contribute to complex cases under guidance from a Senior Paraplanner or Technical Specialist.
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Paraplanner - Wealth Planning (Remote-ready) employer: LGT Crestone Wealth Management Limited
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation and client-centric values thrive. With a strong commitment to employee growth, we provide ample opportunities for professional development and encourage a culture of respect, integrity, and entrepreneurship. Join us to be part of a prestigious firm that prioritises your career while managing over £30 billion in assets, ensuring you contribute to meaningful outcomes in wealth management.
Contact Details:
LGT Crestone Wealth Management Limited Recruitment Team
