Opportunity Description
At LCH/Wealth, paraplanning is not a back-office afterthought. It’s a core part of how we look after clients properly.
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
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 qu...
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