Paraplanner: Remote Wealth Planning Support

Paraplanner: Remote Wealth Planning Support

Full-Time On-site
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LGT Wealth Management UK LLP is seeking a Paraplanner to provide professional paraplanning support to Wealth Planners across UK regional offices. The role focuses on cash flow modelling, research, and producing comprehensive financial planning letters and suitability reports.

You will work with Wealth Planners, Compliance, and Administration teams to meet client objectives. The successful candidate will have a CII Diploma (level 4) and ideally Level 6 Advanced Diploma, with 3+ years of

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Paraplanner: Remote Wealth Planning Support employer: Lgtwm

LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London where finance professionals can thrive. With a strong focus on employee development, we provide ample opportunities for growth and advancement within the wealth management sector, alongside a supportive culture that values collaboration and innovation. Join us to be part of a prestigious firm that not only prioritises your career progression but also champions bespoke financial solutions for our clients.

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Contact Details:

Lgtwm Recruitment Team