{"id":3182622,"url":"https://alion.io/job/lgt-senior-paraplanner-technical-specialist","title":"Senior Paraplanner / Technical Specialist","company":{"id":184821,"name":"LGT","domain":"lgt.com","url":"https://alion.io/company/lgt-private-banking","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":82,"open_postings":11,"ghost_share":0,"stale_share":0.727,"repost_share":0,"time_to_fill_p50_days":35,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":75000,"max_usd":147000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":138},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-23T22:07:30Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-10-27T04:49:54Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"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, Bristol and Manchester. 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.\nOur 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 £30 billion in funds under management and circa 700 staff.\nJob Description\nThe Wealth Planning team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts. We work with our clients to create bespoke financial plans, considering the whole of the market in order to find the best financial planning solutions. We are involved in a broad range of activities including:\nCash flow analysis\nPsychometric risk profiling\nRetirement planning\nPension aggregation\nIncome tax planning\nInheritance tax planning\nBusiness planning\nProtection for death and illness\nLong term savings and investments\nOffshore and international planning for non-domiciled and non-resident clients\nVenture Capital Trust, Enterprise Investment Scheme and Business Relief advice\nThe Wealth Planning team is looking for an experienced professional to join in either a Senior Paraplanner or Technical Specialist capacity, depending on their expertise. We are open to candidates who can independently manage paraplanning across standard and complex advice cases, as well as those whose strengths lie in resolving exceptional technical planning questions and guiding colleagues on specialist matters. In either capacity, the successful candidate will bring sound judgement, work effectively with Wealth Planners across our UK offices and be able to contribute from the outset.\nSenior Paraplanner:\nThe primary role of the Senior Paraplanner is to provide a full professional and technical support function to Wealth Planners in meeting the client’s financial objectives. The Wealth Planners supported by this role are based across LGT’s UK regional offices in London, Bristol, Birmingham, Edinburgh, Manchester and Leeds. The Senior Paraplanner will be based in London and must be comfortable providing effective support remotely, if required.\nThe role requires an experienced Senior Paraplanner who can contribute from day one with minimal core paraplanning training, aside from training on LGT’s specific processes. Candidates do not need to hold the title of Senior Paraplanner currently, but this is not intended as a development opportunity for someone who needs hands on training in core paraplanning.\nThe Senior Paraplanner independently owns the paraplanning work on standard, bespoke and complex advice cases. They anticipate and resolve issues, exercise sound technical judgement, maintain a complete and well-documented advice file, and provide guidance to less experienced colleagues. They recognise when a case calls for specialist technical input and involve the Technical Specialist where appropriate.\nThe Senior Paraplanner may also be required to carry out other duties allocated to them by Wealth Planners, Compliance team, Administration Manager or Paraplanner Manager to meet the wider needs of the Wealth Planning team.\nSenior Paraplanner Key Responsibilities\n Preparation and Maintenance of Client Files\nTake ownership of the advice file throughout the paraplanning process, proactively identifying missing information, technical issues and potential delays, and resolving or escalating them as appropriate.\nCollect and analyse client’s financial information and work with Wealth Planners to determine strategies for meeting the client’s financial objectives.\nEnsure that all compliance documentation is recorded in line with LGT Wealth Planning’s procedure manual and FCA guidelines.\nAccurately record client information and documentation within Intelligent Office (iO) back-office management system.\nFollow the Intelligent Office (iO) process consistently and maintain files to a standard that supports successful Operations file checks.\nIdentify and obtain the information necessary to complete a cash flow model (if required).\nCashflow Planning (if required)\nInterpret data received from the client and build a cashflow model using our cash flow modelling tool.\nEnsure that all data input into the cash flow modelling tool is accurate and correct.\nIndependently build, review and explain cashflow models for standard and more advanced scenarios, checking that the assumptions, inputs and outputs are appropriate to the client’s circumstances and the advice under consideration.\nPrepare an analysis document which details the outputs and key findings from the modelling, in line with the requirements of the Senior/ Wealth Planner and client.\nProvide guidance to other paraplanners on the cashflow modelling process, where appropriate.\nAdvice and Recommendation\nIndependently lead bespoke and complex advice cases, taking ownership of the technical research, planning analysis, report drafting and completeness of the advice file. Recognise unusual or specialist issues and involve the Technical Specialist where advanced technical input is required.\nThe Senior Paraplanner may attend client meetings with the Wealth Planner (as required).\nResearch and record all technical and product data relevant to the client and to the specific advice we are providing.\nResearch should be undertaken both independently and alongside the Wealth Planner.\nAct as a trusted technical point of reference for Wealth Planners, applying sound judgement across standard and complex cases.\nAnalyse the client’s existing products/ financial arrangements to determine suitability in meeting the client’s objectives.\nIdentify unusual, exceptionally complex or technically uncertain matters early, document the questions requiring resolution and seek input from the Technical Specialist or other appropriate specialists where necessary.\nUndertake financial calculations relevant to the financial advice.\nManage the preparation and completion of comprehensive financial advice letters and suitability reports in line with LGT Wealth Planning’s procedure manual. Ensuring any recommendations are detailed in a clear, concise, jargon free manner. This would include (but not limited to) retirement planning, estate planning, cash flow reports, or financial strategy plans.\nShow initiative in preparing supporting analysis or documents where these would improve the quality or clarity of the advice, even if they were not specifically requested at the outset.\nEnsure that all client data detailed in our financial advice letters and suitability reports is accurate and correct.\nEnsure that the correct advice sign off is obtained prior to issuing the financial advice letters and suitability reports.\nLiaise with the client’s LGT investment manager, legal advisor, accountant and tax advisers, etc (where applicable).\nOversee Implementation of Recommendations\nTake ownership of the advice process, ensuring the advice file is in good order before it is passed to the Administration Manager for new business submission.\nOverseeing completion of application forms by the administration team before being issued to the client.\nWorking closely with the administration team to oversee implementation of the agreed recommendations.\nWorkload Management\nManage a substantial and varied workload independently, maintain an accurate and up-to-date work-in-progress record, and complete cases within the applicable service level agreement (SLA) timescales. Communicate dependencies and escalate genuine risks to delivery early, without compromising quality or compliance.\nAdministration\nAlthough the team has an administration team primarily responsible for liaising with third party suppliers; the onus is on the Senior Paraplanner to ensure the administration is completed in a time-efficient manner. This may involve letter writing, chase letters of authority, and chasing information from third parties.\nIn the absence of the administration team, the Senior Paraplanner will be expected to undertake their own administration.\nTeam Contribution\nProactively support and share technical knowledge with other paraplanners, aspiring paraplanners in the administration team, trainees and summer interns.\nIdentify and contribute improvements to paraplanning processes, report templates, discussion documents, case practices and working standards.\nBuild strong, credible working relationships across the Wealth Planning team and demonstrate commercial awareness in supporting the advice process.\nTechnical Specialist:\nThe Technical Specialist provides advanced technical analysis and specialist financial planning support to Wealth Planners advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and families. The role leads on exceptional, unusual and highly complex planning questions that require rigorous research, evaluation of interrelated strategies and a clearly reasoned technical approach. It also acts as a point of escalation for colleagues and helps establish consistent technical standards across the Wealth Planning team.\nThe Wealth Planners supported by this role are based across LGT’s UK regional offices in London, Bristol, Birmingham, Edinburgh, Manchester and Leeds. The Technical Specialist will be based in London and must be comfortable providing effective support remotely, if required.\nThe Technical Specialist acts as a trusted technical point of reference for Wealth Planners and the wider Wealth Planning team. The role may also involve other duties allocated by Wealth Planners, Compliance, the Administration Manager or the Paraplanning Manager to meet the team’s wider needs.\nTechnical Specialist Key Responsibilities \nPreparation and Maintenance of Client Files\nCollect and analyse client’s financial information and work with Wealth Planners to determine strategies for meeting the client’s financial objectives.\nEnsure that all compliance documentation is recorded in line with LGT Wealth Planning’s procedure manual and FCA guidelines.\nAccurately record client information and documentation within ‘Intelligent Office’ back-office management system.\nIdentify and obtain the information necessary to complete a cash flow model (if required).\nCashflow Planning (if required)\nBuild and review cashflow models that reflect the client’s circumstances, objectives and the planning strategies under consideration.\nApply and document appropriate assumptions, test relevant scenarios and check the accuracy and consistency of model inputs and outputs.\nAnalyse the results, including key sensitivities and limitations, and explain their implications to Wealth Planners and, where appropriate, clients.\nPrepare bespoke written analysis setting out the model’s outputs, key findings and relevance to the proposed advice.\nProvide technical guidance to colleagues on more advanced cashflow modelling where required.\nAdvice and Recommendation\nLead advanced technical analysis of unusual, exceptional and highly complex cases for high-net-worth and ultra-high-net-worth clients and families. Assess how existing arrangements, planning objectives, risks and proposed strategies interact, particularly where cases in...","description_format":"text","description_chars":21607,"description_truncated":true,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-23T22:07:30Z"}],"visa":[],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":3,"expected_fill_days":35,"reasons":["conf:0","stale_co","velocity","win:early"],"computed_at":"2026-10-27T05:46:45Z"},"pay":null,"html_url":"https://alion.io/job/lgt-senior-paraplanner-technical-specialist","json_url":"https://alion.io/job/lgt-senior-paraplanner-technical-specialist.json","meta":{"generated_at":"2026-10-27T09:54:22Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11258,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":184821},"rest":"https://alion.io/mcp/rest/get_company?id=184821"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Flgt-senior-paraplanner-technical-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Flgt-senior-paraplanner-technical-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Flgt-senior-paraplanner-technical-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/lgt-senior-paraplanner-technical-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Flgt-senior-paraplanner-technical-specialist"}]}