Wealth Planner (Paraplanner)
Overview
Join a highly regarded, independent wealth advisory firm at the forefront of sophisticated financial planning. They are seeking a talented Wealth Planner (Paraplanner) to partner closely with advisers in delivering exceptional, tailored strategies to ultra high-net-worth clients.
In this role, you’ll be immersed in complex, intellectually engaging cases where your technical expertise will directly shape meaningful, long-term financial outcomes. This is an opportunity to elevate your career within a collaborative, high-performing environment, working with some of the most discerning clients and contributing to truly bespoke wealth solutions.
Key Responsibilities
* Support advisers in developing tailored financial plans
* Conduct technical analysis of client financial and legal arrangements
* Build and maintain cashflow models and scenario analysis
* Prepare suitability reports and client documentation
* Attend client meetings where required
* Keep up to date with financial planning products and regulations
Requirements
* Degree or equivalent education
* Level 4 qualified (minimum), working towards or holding Chartered status
* Strong paraplanning experience within a regulated environment
* Experience working with high-net-worth clients
* Ability to apply technical knowledge to real client situations
Skills
* Strong organisation and time management
* Excellent communication (written and verbal)
* High attention to detail and numerical skills
* Collaborative and team-oriented mindset
* Comfortable adopting new systems and technology
Who we are
Bayford Hale is a specialist search and selection firm focused on placing talent across private banking, wealth management, and financial planning. They partner closely with clients and candidates to match skills, culture, and long-term career goals, with a strong emphasis on diversity and ethical hiring.