Paraplanner - 12 Month FTC

An exciting opportunity has arisen for a skilled Paraplanner to join a prestigious, City-based Private Bank on a 12-month fixed-term contract covering maternity leave. This is a rare chance to work with a high-performing Wealth Planning team supporting an established UHNW client base. While this is initially a contract role, there is potential for it to become permanent.

About the Organisation:

You’ll be joining a leading Private Bank with a long-standing reputation for discretion, client care, and excellence in financial planning. Based in the City of London, the bank fosters a collaborative, inclusive culture with a strong track record of internal progression.

Key Responsibilities:

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• Prepare compliant, high-quality suitability reports for HNW/UHNW clients
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• Attend client meetings alongside Wealth Planners and Investment Managers
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• Support with technical research, cashflow modelling (Voyant), and advice construction
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• Contribute to advice process improvements and internal projects
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• Liaise with Compliance and Training teams to maintain high reporting standards
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Candidate Profile:

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• Previous experience in a Paraplanning role
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• Diploma in Financial Planning (DipPFS or equivalent – Level 4)
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• Sound knowledge of pensions, investments, protection & estate planning
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• Comfortable supporting complex, high-value clients
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• Excellent written and verbal communication skills
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• Experience with platforms/tools such as Voyant, SelectaPension, Financial Express is a plus
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What’s on Offer:

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• Salary up to £60,000, depending on experience
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• 25 days holiday, plus bank holidays
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• Discretionary bonus scheme
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• BUPA Health Insurance, Pension, Life Assurance, Income Protection
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• Hybrid working: 3 days in-office (Moorgate), 2 days from home
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• A genuinely inclusive and professional environment with opportunities to grow
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This is a fantastic opportunity for a Paraplanner looking to deepen their experience in the private wealth space and work with a dynamic, supportive team.