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Permanent

HNW Paraplanner - London - hybrid - basic to £65k + bonus

MI Search Ltd
London
money-bag £45000 Annual
Posted: 24 June 2026 (Yesterday)
Closing date: 24 July 2026
Ref: 3127755361

HNW ParaplannerLondon Hybrid WorkingUp to £65,000 + Discretionary Bonus + Excellent BenefitsOur client is one of the UK''s most respected and prestigious Investment Management and Financial Planning firms, renowned for delivering sophisticated, holistic financial planning solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families.They are seeking an experienced and technically strong Paraplanner to join their London office (hybrid working). This is an excellent opportunity to work alongside highly qualified Financial Planners, supporting complex and rewarding client cases while benefiting from a collaborative environment that actively encourages professional development and career progression.The RoleAs a Paraplanner, you will play a key role in supporting Financial Planners by providing technical expertise, conducting detailed research, and producing high-quality suitability reports for a wide range of complex financial planning scenarios.You will work with affluent clients requiring bespoke advice across areas including pensions, investments, trusts, inheritance tax planning, and wealth preservation strategies.Key ResponsibilitiesPreparing comprehensive and compliant suitability reportsConducting technical research to support complex financial planning recommendationsAnalysing existing client arrangements and identifying planning opportunitiesSupporting Financial Planners with client cases from recommendation through to ..... full job details .....

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