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