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.