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.