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- Tasks: Prepare reports, attend client meetings, and support Wealth Planners in a dynamic team.
- Company: Join a prestigious Private Bank known for excellence in financial planning and client care.
- Benefits: Enjoy a competitive salary, 25 days holiday, hybrid working, and comprehensive health benefits.
- Why this job: This role offers growth opportunities in a collaborative environment with high-value clients.
- Qualifications: Experience in Paraplanning and a Level 4 Diploma in Financial Planning are essential.
- Other info: Potential for the role to become permanent after the contract period.
The predicted salary is between 33000 - 77000 £ 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.
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 £55,000, 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.
Paraplanner - 12 Month FTC employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 12 Month FTC
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work in private banking. Attend industry events or webinars to connect with potential colleagues and learn more about the culture at the bank.
✨Tip Number 2
Familiarise yourself with the specific tools mentioned in the job description, such as Voyant and SelectaPension. Consider taking online courses or tutorials to enhance your proficiency, which will make you stand out during the interview process.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients in detail. Think of specific examples where you provided exceptional service or contributed to complex financial planning, as this will demonstrate your capability to handle the role's responsibilities.
✨Tip Number 4
Research the bank’s values and recent developments in the private banking sector. Being knowledgeable about their approach to client care and financial planning will help you align your answers with their expectations during interviews.
We think you need these skills to ace Paraplanner - 12 Month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Paraplanning, particularly with HNW/UHNW clients. Emphasise your Diploma in Financial Planning and any specific tools you've used, like Voyant or SelectaPension.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the organisation. Mention your previous experience, your skills in preparing suitability reports, and your ability to support complex client needs.
Highlight Relevant Skills: In your application, focus on your excellent written and verbal communication skills. Provide examples of how you've contributed to advice process improvements or worked collaboratively within a team.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning sector.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, protection, and estate planning. Be prepared to discuss how you've applied this knowledge in previous roles, especially in relation to high-net-worth clients.
✨Demonstrate Communication Skills
Since excellent written and verbal communication skills are crucial for this role, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so think about how you would simplify these for a client.
✨Familiarise Yourself with Relevant Tools
If you have experience with platforms like Voyant or SelectaPension, be ready to discuss how you've used them in your work. If you're not familiar with these tools, do some research beforehand to show your willingness to learn.
✨Prepare Questions About the Role
Think of insightful questions to ask about the Wealth Planning team and the bank's approach to client care. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
