mbf
Paraplanner - 15 Month FTC
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An exciting opportunity has arisen for a skilled Paraplanner
To join a prestigious, City-based Wealth Managers on a 15-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.
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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
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What’s on Offer:
- Salary up to £62,000, 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.
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