mbf
Senior Paraplanner
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Paraplanner | Leading HNW Family Office | London | £45,000–£70,000 + Exceptional Package
The Opportunity
This is a rare chance to join a leading family office in London, working exclusively with high and ultra-high-net-worth clients, many with investable assets north of £5 million. You won't be paraplanning for a mixed retail book. Every case that crosses your desk will be complex, technical, and genuinely interesting: multi-generational wealth planning, trusts, business relief, offshore structures, and sophisticated tax planning.
You'll work alongside some of the most experienced advisers in the London HNW space, in a firm known for the calibre of its client relationships and the technical depth of its advice.
What You'll Be Doing
- Producing high-quality suitability reports and technical analysis for complex, high-value cases
- Supporting advisers on cash flow modelling, IHT and trust planning, and investment strategy for HNW and UHNW clients
- Liaising directly with advisers and, at times, clients, to shape genuinely bespoke advice
- Working with sophisticated planning tools and a research function that reflects the seniority of the client bank
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What They're Looking For
- Proven paraplanning experience, ideally gained within HNW, private client, or family office environments
- Level 4 Diploma in Financial Planning as a minimum (further progression towards Chartered status actively supported and funded)
- Strong technical knowledge of pensions, investments, and tax planning for complex client situations
- Meticulous attention to detail and comfort operating at pace on high-value, high-complexity cases
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The Package
- £45,000–£70,000 depending on experience
- Discretionary bonus
- Private medical insurance
- Enhanced pension contribution
- Study support and full funding towards Chartered status
- A genuinely collegiate, low-turnover team with a track record of promoting from within
Why This One's Different
Family offices of this calibre rarely recruit, and rarely need to. This is a business that retains talent because the work is interesting, the clients are engaged and sophisticated, and the progression is real, not promised. For a paraplanner who wants to be stretched technically and build a long-term career at the top end of the market, this is about as good as it gets in London right now.
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Jessica, London
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