LGT Wealth Management UK LLP
Wealth Management
Paraplanner
“Paraplanner at LGT Wealth Management UK LLP. Skills: Financial planning, Cash flow analysis, Client data analysis. Prepare and maintain client files. Collect and analyse client financial information”
Industry & Context.
Methodical and practical approach to work; Identify and obtain the information necessary; Identify suitable solutions to meet the client’s objectives
What They're Looking For.
Must Have
3 years’ experience working within a holistic Paraplanning role, CII Diploma in Regulated Financial Planning
Nice to Have
Working towards the CII Advanced Diploma in Regulated Financial Planning, Experience of using cash flow planning software (Voyant), Experience of Inteligent Office (iO), Synaptics Research and IRESS Exchange, Advanced Microsoft excel skills
What You'll Do.
Prepare and maintain client files
Collect and analyse client financial information
Determine strategies for client objectives
Ensure compliance documentation
Record client information
Identify and obtain necessary information
Build cash flow model
Interpret data received from client
Ensure data input accuracy
Build cash flow model consideration
Prepare analysis document
Research technical and product data
Provide technical support
Analyse client's existing products
Identify suitable solutions
Undertake financial calculations
Manage preparation of advice letters
Ensure client data accuracy
Obtain advice sign off
Liaise with client advisors
Oversee implementation of recommendations
Ensure advice file is in order
Oversee completion of application forms
Work with administration team
Prepare for client reviews
Act as main point of contact
Update existing cash flow models
Research and record technical data
Undertake own administration
How You'll Work.
Team & Collaboration
Work with the Wealth Planner; Attend client meetings with the Wealth Planner; Research alongside the Wealth Planner; Liaise with the client’s LGT investment manager, legal advisor, accountant and tax advisers; Work with the administration team
Communication Scope
Produce bespoke advice reports in clear and concise manner; Jargon free manner
Applying for this Paraplanner role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about LGT Wealth Management UK LLP?
Real rants from real employees. Read before you apply.