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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: Competitive salary, hybrid working, and a bonus scheme.
- Other info: Opportunity for permanent role and career growth in an inclusive environment.
- Why this job: Gain valuable experience in private wealth while working with a supportive 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 employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 15 Month FTC
✨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 knowledge of pensions, investments, and estate planning. We want you to feel confident discussing these topics, so practice common interview questions and scenarios related to high-value clients.
✨Tip Number 3
Showcase your skills with a portfolio! If you've prepared any standout suitability reports or conducted impressive cashflow modelling, bring them along to your interviews. It’s a great way to demonstrate your expertise and make a lasting impression.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Paraplanner - 15 Month FTC
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!
Showcase Your Qualifications: Don’t forget to mention your Diploma in Financial Planning or any equivalent qualifications. This is key for us, as it shows you have the necessary knowledge to support our Wealth Planning team.
Craft a Compelling Cover Letter: Your cover letter should reflect your passion for the role and the organisation. Tell us why you're excited about the opportunity and how you can contribute to our high-performing team. We love a bit of personality!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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 working closely with Wealth Planners and Investment Managers, it's crucial to demonstrate your excellent written and verbal communication skills. Prepare examples of how you've effectively communicated complex financial concepts to clients or colleagues.
✨Familiarise Yourself with Tools
If you have experience with platforms like Voyant or SelectaPension, make sure to highlight that. If not, do a bit of research on these tools so you can speak confidently about how you would use them in your role.
✨Be Ready to Discuss Improvements
Think about any past experiences where you've contributed to process improvements or internal projects. Be prepared to share specific examples of how you identified issues and implemented solutions, as this shows your proactive approach and commitment to excellence.