Teams at LGT Private Banking

Provide technical and professional paraplanning support to Wealth Planners by analysing client finances, building cash flow models, researching products, preparing suitability reports, completing financial calculations, maintaining compliance documentation, and supporting implementation and client reviews. The role covers retirement, tax, estate, protection, investment, and international planning, while coordinating with clients, providers, administrators, and professional advisers.

Provides advanced paraplanning and technical financial planning support for high-net-worth and ultra-high-net-worth clients. Responsibilities include cash-flow modelling, technical research, retirement and estate planning, suitability reports, compliance documentation, product analysis, implementation oversight, and complex case resolution. The role supports Wealth Planners, liaises with legal and tax advisers, maintains accurate client files, guides colleagues, and improves technical processes and standards.

Supports portfolio risk monitoring, regulatory and policy adherence, mandate breach resolution, management reporting, and risk-related training. The role develops MI and KPI reporting, supports Front Office stakeholders, contributes to risk and control initiatives, and helps improve efficiency through data and automation. It requires investment management experience, FCA conduct knowledge, strong Excel capability, analytical skills, and the ability to challenge and influence Investment Managers while maintaining client-focused outcomes.