LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional and technical support to Wealth Planners across UK offices. You will gather client data, prepare cash flow models, and produce clear, compliant financial advice letters and reports.
You will research technical data, support with bespoke cases, and work with investment managers, lawyers and tax advisers to ensure suitable recommendations. A London-base role may require remote support as needed.
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Wealth Planning Paraplanner - Cashflow & Research Pro employer: LGT Wealth Management UK LLP
LGT Wealth Management UK LLP is an exceptional employer that fosters a dynamic and supportive work culture, ideal for those looking to grow in the tech and service sectors. With a focus on employee development, you will have access to training opportunities and mentorship while working in a vibrant London office that encourages collaboration and innovation. Join us to be part of a team that values your contributions and offers a rewarding career path in the financial services industry.
Contact Details:
LGT Wealth Management UK LLP Recruitment Team
