Paraplanner
Core
Provide full professional and technical support to Wealth Planners to deliver comprehensive financial planning advice, including cash flow analysis, retirement planning, tax planning, and investment strategies for individuals, companies, and trusts.
Role type
Senior IC financial paraplanner
Builds
Bespoke financial plans, cash flow models, suitability reports, and implementation documentation for LGT Wealth Management clients.
Domain
Wealth management / Financial planning
Required skills
Financial planning qualifications (CII Level 4/6), cash flow modeling, tax planning (income/inheritance), pension aggregation, compliance documentation, financial calculations, suitability analysis, report writing
Preferred skills
Advanced Diploma in Regulated Financial Planning, experience with offshore/international planning, venture capital trust advice
Technologies
Intelligent Office, cash flow modelling tool
Responsibilities
Collect and analyze client financial information to determine strategies, build accurate cash flow models, produce financial advice letters and suitability reports, oversee implementation of recommendations with administration teams, research technical and product data, liaise with third-party advisors (legal, tax, investment managers), prepare for client reviews
Seniority
Mid-level, hands-on IC
