Senior Paraplanner - Wealth Planning Expert

Senior Paraplanner - Wealth Planning Expert

Full-Time On-site
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LGT Wealth Management UK LLP is seeking an experienced Senior Paraplanner or Technical Specialist to support Wealth Planners across UK offices. The role involves owning paraplanning on standard, bespoke and complex cases, maintaining compliant files and providing technical input where needed.

The successful candidate will work with Wealth Planners remotely when required, ensuring high-quality client advice and robust documentation in line with FCA guidelines.

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Contact Details:

LGT Wealth Management UK Recruitment Team