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About the Role
The Paraplanner provides comprehensive technical support to Wealth Planners, assisting clients in achieving their financial objectives. This role is crucial for delivering accurate and timely paraplanning work, developing technical judgment, and identifying potential issues in client cases.
Responsibilities
- Collect and analyze client financial information to determine strategies for meeting financial objectives.
- Ensure all compliance documentation is recorded according to LGT Wealth Planning's procedure manual and FCA guidelines.
- Accurately record client information and documentation within the 'Intelligent Office' back-office management system.
- Identify and obtain necessary information to complete cash flow models.
- Interpret client data and build cash flow models using the designated tool, ensuring data accuracy.
- Build cash flow models considering the client's financial circumstances and objectives.
- Prepare analysis documents detailing cash flow model outputs and key findings.
- Manage standard advice cases, producing accurate research, calculations, and reports within agreed timescales.
- Contribute to bespoke or complex cases with guidance and promptly identify matters requiring escalation.
- Attend client meetings with the Wealth Planner as required.
- Research and record technical and product data relevant to client advice.
- Analyze the suitability of clients' existing products and financial arrangements.
- Work with Wealth Planners to identify suitable solutions for client objectives.
- Undertake financial calculations relevant to financial advice.
- Prepare and complete financial advice letters and suitability reports clearly and concisely.
- Ensure all client data in advice letters and reports is accurate.
- Obtain correct advice sign-off before issuing financial advice letters and suitability reports.
- Liaise with investment managers, legal advisors, accountants, and tax advisors.
- Complete paraplanning elements of the advice file and check required information before submission.
- Oversee the completion of application forms by the administration team.
- Work closely with the administration team to oversee the implementation of agreed recommendations.
- Act as the main point of contact with providers and third parties for client reviews.
- Update existing cash flow models as required.
- Research and record technical and product data relevant to client annual reviews.
- Ensure administration is completed in a time-efficient manner, including letter writing and chasing information.
- Undertake own administration in the absence of the administration team.
Requirements
- CII Diploma in Regulated Financial Planning or equivalent level 4 financial planning qualification.
- Completed or working towards the level 6 Advanced Diploma in Regulated Financial Planning.
- Three years or more of recent, comprehensive, and well-rounded technical paraplanning experience.
- Candidates with less experience will be considered if they demonstrate they meet the role's requirements.
Skills
- Excellent understanding of the financial planning and regulatory advice process.
- Excellent understanding of compliance requirements within a financial planning team.
- Good knowledge of financial planning products and suitability assessment.
- Ability to produce bespoke advice reports in a clear and concise manner.
- Methodical and practical approach to work and delivering financial advice.
- Good planning and organizational skills.
- Ability to prioritize workload and meet deadlines.
- Ability to manage expectations of internal and external parties.
- Ability to stay updated with regulatory and legislative changes.
- Commitment to maintaining a high level of technical financial planning knowledge.
- Honesty and integrity.
- Attention to detail.
- Practical experience using Voyant to build, check, and explain cashflow models.
- Experience of Intelligent Office (iO), Synaptics Research, Defaqto Engage, and IRESS Exchange is preferable.
- Advanced Microsoft Excel skills are desirable.
Location
- London
Work Type
- Full-time
- Hybrid
Experience Level
- 3+ years of technical paraplanning experience
Education Level
- Level 4 financial planning qualification (e.g., CII Diploma)
- Working towards Level 6 Advanced Diploma
About the Company
- LGT Wealth Management UK LLP is a UK-based partnership owned by the private banking group LGT.
- The company offers a fresh approach to wealth management with a transparent service designed around client needs.
- They draw together in-depth knowledge and experience to provide a flexible, bespoke service.
- Their mission is to create long-term value for all stakeholders.
- The company culture encourages idea generation, development, and implementation.
- Core values include belonging, respect, integrity, conviction, and entrepreneurship.
- They have over £30 billion in funds under management and approximately 700 staff.