Paraplanner

Paraplanner – HNW / UHNW / Family Office Clients

Location: London, Hybrid

A leading wealth management firm is seeking a technically strong and client-focused Paraplanner to support advisers working with HNW, UHNW, and Family Office clients.

This role offers the opportunity to work on complex financial planning cases involving sophisticated investment structures, retirement planning, trusts, estate planning, and intergenerational wealth strategies.

• Produce high-quality suitability reports and recommendation documents across a wide range of financial planning areas.
• Conduct detailed technical research to support complex client advice.
• Analyse existing client arrangements and identify planning opportunities.
• Support advisers with the development and implementation of bespoke financial planning strategies.
• Prepare cashflow modelling and financial analysis to support client recommendations.
• Liaise with providers, investment managers, and professional connections where required.
• Assist with client review preparation and ongoing servicing requirements.

• Minimum 3 years' experience in a Paraplanning role within a wealth management or financial planning environment.
• Strong technical knowledge of pensions, investments, protection, trusts, inheritance tax, and retirement planning.
• Experience preparing detailed suitability reports and conducting complex financial research.
• Experience supporting HNW, UHNW, or Family Office clients.
• Progression towards Chartered status or a desire to continue professional development.
• Experience working alongside investment specialists and multidisciplinary client teams.

• Professional, proactive, and highly organised.
• Strong analytical and problem-solving skills.
• Able to build effective working relationships with advisers and stakeholders.
• Committed to delivering a high standard of client service.
• Comfortable operating within a fast-paced, high-performing environment.

This is an excellent opportunity to join a highly respected wealth management business and work with a sophisticated client base. The role offers exposure to complex planning scenarios, ongoing professional development, and the chance to be part of a collaborative and technically focused team.

Bayford Hale is a specialist recruitment consultancy focused on the wealth management, financial planning, and investment management sectors. We partner with leading firms across the UK to connect high‑calibre professionals with exceptional career opportunities, delivering a consultative and relationship‑driven approach to both clients and candidates.