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- 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: Salary up to £62,000, hybrid working, and a discretionary bonus scheme.
- Other info: Inclusive culture with strong internal progression opportunities.
- Why this job: Gain valuable experience in private wealth while working with a dynamic team.
- Qualifications: Experience in Paraplanning and a Diploma in Financial Planning required.
The predicted salary is between 62000 - 62000 £ per year.
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.
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 £62,000, depending on experience
- Discretionary bonus scheme
- 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 - 15 Month FTC in London employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 15 Month FTC in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and estate planning. We want you to shine when they ask about your experience with tools like Voyant!
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise when discussing your past experiences. Remember, they’re looking for someone who can prepare high-quality reports and liaise effectively with clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner - 15 Month FTC in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing suitability reports and working with HNW/UHNW clients. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background in financial planning makes you a great fit. Keep it professional but let your personality come through.
Showcase Relevant Experience: When detailing your experience, focus on your previous Paraplanning roles and any specific tools you've used, like Voyant or SelectaPension. We love seeing candidates who can hit the ground running!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can't wait to hear from you!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and estate planning. Be ready to discuss how you've applied this knowledge in previous roles, especially when preparing suitability reports for HNW/UHNW clients.
✨Showcase Your Communication Skills
Since you'll be attending client meetings alongside Wealth Planners, practice articulating complex financial concepts clearly and concisely. Think about examples where your communication made a difference in client understanding or satisfaction.
✨Familiarise Yourself with Tools
If you have experience with platforms like Voyant or SelectaPension, be prepared to discuss how you've used them in your work. If not, do a bit of research to understand their functionalities and how they can enhance the advice process.
✨Demonstrate Team Spirit
This role is all about collaboration, so think of examples where you've worked effectively within a team. Highlight any contributions you've made to process improvements or internal projects that showcase your ability to support and uplift your colleagues.