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 clientsAttend client meetings alongside Wealth Planners and Investment ManagersSupport with technical research, cashflow modelling (Voyant), and advice constructionContribute to advice process improvements and internal projectsLiaise with Compliance and Training teams to maintain high reporting standardsCandidate Profile:Previous experience in a Paraplanning roleDiploma in Financial Planning (DipPFS or equivalent - Level 4)Sound knowledge of pensions, investments, protection and estate planningComfortable supporting complex, high-value clientsExcellent written and verbal communication skillsExperience with platforms/tools such as Voyant, SelectaPension, Financial Express is a plusWhat''s on Offer:Salary up to £60,000, depending on ..... full job details .....