Senior Paraplanner

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.

• 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

• 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

• 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

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.