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Financial Planning Specialist
1 month ago
About the Role:
We are seeking a highly skilled and experienced Financial Planning Specialist to join our Wealth Planning team at LGT Wealth Management UK LLP. As a key member of our team, you will provide professional and technical support to our Senior Wealth Planners and Wealth Planners in meeting the client's financial objectives.
Key Responsibilities:
- Collect and analyze client financial information to determine strategies for meeting their financial objectives.
- Ensure compliance documentation is recorded in line with LGT Wealth Planning's procedure manual and FCA guidelines.
- Accurately record client information and documentation within our back office management system.
- Prepare and maintain client files, including cash flow planning and financial advice letters.
- Oversee the implementation of recommendations and work with the administration team to ensure seamless execution.
Requirements:
- CII Advanced Diploma in Regulated Financial Planning or equivalent.
- Excellent understanding of financial planning and regulatory advice processes.
- Good knowledge of financial planning products and suitability assessment.
- Methodical and practical approach to work and delivering financial advice.
- Good planning and organizational skills, with ability to prioritize workload and meet deadlines.
What We Offer:
As a Financial Planning Specialist at LGT Wealth Management UK LLP, you will have the opportunity to work with a talented team of professionals, providing high-quality financial planning advice to our clients. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.
About LGT Wealth Management UK LLP:
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT. We offer a fresh approach to wealth management, providing a transparent service designed around our clients' needs. Our head office is based in London, with a presence in Edinburgh, Jersey, Leeds, Birmingham, and Bristol.
