MI Search Ltd

Client-Facing Paraplanner London (hybrid) High-Net-Worth & Ultra-High-Net-Worth Clients An established and highly respected London-based financial planning firm is looking to appoint an experienced Client-Facing Paraplanner to support a senior Financial Adviser in delivering sophisticated, bespoke advice to a discerning High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client base. This is an outstanding opportunity for a technically strong paraplanner who enjoys working directly with clients and wants to play an active role in the financial planning process. The Role Working in partnership with a highly experienced Adviser, you will be involved in every stage of the client journey, from attending meetings and preparing financial plans through to presenting cashflow modelling and helping to formulate complex recommendations. You will regularly engage with affluent clients and their professional advisers, helping to deliver a first-class financial planning experience. Key Responsibilities Attend client meetings alongside the Adviser, taking detailed technical notes. Prepare and present cashflow modelling reports using Voyant. Assist in the development of tailored financial planning recommendations. Produce high-quality, bespoke suitability reports. Liaise directly with HNW and UHNW clients throughout the advice process. Work collaboratively with accountants, solicitors and other professional advisers. Support the implementation of pension, investment and tax-planning strategies. Contribute to the ongoing management of complex client relationships. About You The ideal candidate will have strong technical knowledge across holistic financial planning and experience supporting sophisticated client needs. Essential Experience Previous paraplanning experience within a financial planning or wealth management environment. Strong report-writing skills and experience producing bespoke suitability reports. Experience with cashflow modelling, ideally using Voyant. Excellent communication and client relationship skills. Ability to work closely with Advisers on complex planning matters. Desirable Technical Knowledge Inheritance Tax (IHT) planning. Venture Capital Trusts (VCTs). Enterprise Investment Schemes (EIS). Pension transfers and complex retirement planning. Investment and wealth management strategies. Estate and succession planning. What's on Offer? Direct exposure to HNW and UHNW clients. A genuinely client-facing role with significant Adviser interaction. Complex and interesting financial planning cases. A collaborative, professional and supportive environment. Clear progression opportunities within a growing business. Basic salary to circa £60k, bonus and benefits.

Financial Planning Administrator - Aberdeen (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Aberdeen. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.

Financial Planning Administrator - Inverness (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Inverness. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.