Paraplanner – 12‑Month Fixed‑Term Contract (Maternity Cover)

About the role

This 12‑month fixed‑term position supports a prestigious City‑based private bank during maternity leave. You will join a high‑performing Wealth Planning team serving ultra‑high‑net‑worth clients, with the possibility of a permanent role after the contract.

Key responsibilities

• Prepare compliant, high‑quality suitability reports for HNW/UHNW clients.
• Attend client meetings alongside Wealth Planners and Investment Managers.
• Support technical research, cash‑flow modelling (Voyant), and advice construction.
• Contribute to advice process improvements and internal projects.
• Liaise with Compliance and Training teams to maintain reporting standards.

Required profile

• Previous experience in a Paraplanning role.
• Diploma in Financial Planning (DipPFS or equivalent – Level 4).
• Strong knowledge of pensions, investments, protection and estate planning.
• Excellent written and verbal communication skills.

Required skills

• Voyant cash‑flow modelling platform.
• SelectaPension.
• Financial Express.

What we offer

• Salary up to £60,000 per year, dependent on experience.
• 25 days holiday plus bank holidays.
• Discretionary bonus scheme.
• BUPA health insurance, pension, life assurance, income protection.
• Hybrid working: three days in‑office (Moorgate) and two days remote.
• Inclusive professional environment with growth opportunities.