Senior Paraplanner

Job description

At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly.

This role suits a career paraplanner who wants high standards, clear expectations, and a team that values how you work as much as what you know.

Working style

• Remote-first
• If you live near our Central London office, you can come in as often as you like
• Ideally, you will join us in person around one day per week (where practical)

What you’ll be doing

• Researching and building recommendations across pensions, investments, protection, retirement planning, and tax planning
• Writing clear, accurate suitability reports and client documentation
• Supporting advisers on complex cases and helping drive consistency in advice quality
• Preparing review work, analysis, and planning outputs
• Keeping client records and workflows tidy on our CRM (Intelligent Office, iO)
• Working closely with advisers and the wider team to keep things running smoothly

What we’re looking for

• Strong paraplanning experience in a UK financial planning environment
• Diploma qualified (Level 4 or equivalent)
• High-quality report writing, strong technical knowledge, and good judgement
• 4 years experience as a Senior/Technical Paraplanner
• Someone who is organised, proactive, and easy to work with
• A genuine focus on team fit and how you show up day to day

Nice to have

• Chartered (or working towards it)
• Experience with more complex planning cases
• Confidence improving templates, processes, and ways of working

Why LCH/Wealth

• A remote setup with real flexibility
• Optional office time for those who want it
• A team that values standards, trust, and doing the job properly

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Full-time jobs

Published at

14-01-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English