LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional and technical support to Wealth Planners across UK regional offices, with base in London and remote-working capability. The role focuses on cash flow modelling, research, and preparing suitability reports to meet clientsβ objectives.
The successful candidate will have a CII Level 4 qualification, 3+ years paraplanning experience, and strong knowledge of financial planning processes, with strong Excel skills and
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Wealth Planning Paraplanner β Remote Support Specialist employer: LGT Group
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 emphasis on personal development and a culture that fosters respect and integrity, employees are encouraged to grow their skills and contribute ideas that drive the business forward. Joining our team means being part of a prestigious organisation backed by the Princely Family of Liechtenstein, with access to a wealth of resources and opportunities for career advancement.