LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.
The primary role of the Senior Paraplanner is to provide a full professional and technical support function to both Senior Wealth Planners and Wealth Planners in meeting the client’s financial objectives. The Wealth Planners being supported may be based in the London office or across LGT’s UK regional offices (Bristol, Edinburgh, Birmingham and Leeds). The Senior Paraplanner will be based in the London office.
The Senior Paraplanner may also be responsible for mentoring less experienced Paraplanners, updating and reviewing advice report templates in line with legislative changes and collaborating with the Paraplanner Manager in reviewing cash flow modelling assumptions along with other Paraplanning team tasks.
The Senior Paraplanner may also be required to carry out other duties allocated to them by the Senior Wealth Planners, Wealth Planners, Compliance team, Operations Manager or Paraplanner manager to meet the wider needs of the Wealth Planning team.
Preparation and maintenance of client files
Cash flow planning (if required)
Advice and recommendation
Oversee implementation of recommendations
Prepare for client reviews.