Paraplanner - FTC

Position: 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, Selecta Pension, 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.