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Jobs  /  Paraplanning  /  Trowbridge

Senior Paraplanner

£50,000 – £60,000TrowbridgePermanentPosted 4 months ago
  • 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
  • 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

The Package

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.

  • 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

Applying

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  1. Your CV lands with ThomasNot a shared inbox. The consultant who took this role on.
  2. A person reads it, usually the same dayNot a keyword filter, and not a queue.
  3. Nothing goes to the client without your say-soWe tell you who it is before anything is sent.

Your details go to mbf and nowhere else. We will not forward your CV to any employer without asking you first.

Also open

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Senior Paraplanner, Trowbridge — mbf