At a Glance
- Tasks: Prepare high-quality reports and support Wealth Planners with client meetings.
- Company: Join a prestigious Private Bank known for excellence in financial planning.
- Benefits: Competitive salary, 25 days holiday, health insurance, and hybrid working.
- Other info: Inclusive culture with opportunities for professional growth.
- Why this job: Gain valuable experience in private wealth while working with high-value clients.
- Qualifications: Experience in Paraplanning and a Diploma in Financial Planning required.
The predicted salary is between 60000 - 60000 £ per year.
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.
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
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 (Dip PFS 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 xgikmsk , 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.
...
Paraplanner - 12 Month FTC employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - 12 Month FTC
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like mbf. Careers.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like mbf. Careers might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Paraplanner - 12 Month FTC
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at mbf. Careers will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at mbf. Careers. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give mbf. Careers confidence in your short-term commitment to the role.
How to prepare for a job interview at mbf. Careers
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with mbf. Careers.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure mbf. Careers that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
