At a Glance
- Tasks: Provide expert financial planning advice and manage client documentation.
- Company: Join LGT Wealth Management, a leader in wealth planning.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role in Greater London with opportunities for career advancement.
- Why this job: Make a real difference in clients' financial futures with your expertise.
- Qualifications: CII Diploma in Regulated Financial Planning and 3 years of experience required.
The predicted salary is between 45000 - 55000 £ per year.
LGT Wealth Management UK LLP is looking for a Paraplanner to join their Wealth Planning team in Greater London. The ideal candidate will provide comprehensive financial planning advice and prepare accurate client documentation in compliance with regulations.
Key responsibilities include:
- Analyzing client’s financial information
- Attending meetings
- Managing cash flow models
Candidates must hold a CII Diploma in Regulated Financial Planning and ideally have 3 years of experience in a related role.
Senior Paraplanner — Wealth Planning & Cash Flow Expert in London employer: LGT Wealth Management UK LLP
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work culture that prioritises employee development and collaboration within the vibrant setting of Greater London. With a strong commitment to professional growth, employees benefit from ongoing training opportunities and a supportive environment that encourages innovation in wealth planning. Joining our team means being part of a prestigious firm that values integrity and excellence, making a meaningful impact in clients' financial futures.
Contact Details:
LGT Wealth Management UK LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner — Wealth Planning & Cash Flow Expert in London
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We think you need these skills to ace Senior Paraplanner — Wealth Planning & Cash Flow Expert in London
Some tips for your application 🫡
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How to prepare for a job interview at LGT Wealth Management UK LLP
✨Brush Up on Financial Analysis Skills
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Before your interview, reach out to current or former LGT Wealth Management UK LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
