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:

• Prepare compliant, high-quality suitability reports for HNW/UHNW clients

• Attend client meetings alongside Wealth Planners and Investment Managers

• Support with technical research, cashflow modelling (Voyant), and advice construction

• Contribute to advice process improvements and internal projects

• Liaise with Compliance and Training teams to maintain high reporting standards

Candidate Profile:

• Previous experience in a Paraplanning role

• Diploma in Financial Planning (DipPFS or equivalent - Level 4)

• Sound knowledge of pensions, investments, protection & estate planning

• Comfortable supporting complex, high-value clients

• Excellent written and verbal communication skills

• Experience with platforms/tools such as Voyant, SelectaPension, Financial Express is a plus

What's on Offer:

• Salary up to £60,000 , depending on experience

• 25 days holiday , plus bank holidays

• Discretionary bonus scheme

• BUPA Health Insurance, Pension, Life Assurance, Income Protection

• Hybrid working : 3 days in-office (Moorgate), 2 days from home

• A genuinely inclusive and professional environment with opportunities to grow

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.