Wealth Planning Paraplanner (12‑Month Contract)

Barclays UK; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in the UK seeks a Paraplanner for a 12-month fixed term contract. You will be part of the Wealth Planning team, providing expert advice to clients and managing queries. The role demands strong technical knowledge, relationship management skills, and the ability to work in a fast-paced environment. Candidates must possess or be working towards the CII Level 4 Diploma in Regulated Financial Planning. Location includes London, Knutsford, and Birmingham, with a collaborative culture at its core.

Qualifications

• Experience with financial planning principles and compliance requirements.
• Ability to manage expectations and maintain good working relationships.
• Proven experience in supporting new joiners and team development.

Responsibilities

• Provide customer support and resolution of client inquiries through various channels.
• Support clients with everyday banking tasks and product functionalities.
• Manage client relations and maintain confidentiality of client data.

Skills

Technical knowledge

Relationship building and communication skills

Decision making and problem solving

Coaching and mentoring

Stakeholder management

Product knowledge

Education

CII Level 4 Diploma in Regulated Financial Planning

Previous experience in financial planning or a related field

Job description

A leading financial services firm in the UK seeks a Paraplanner for a 12-month fixed term contract. You will be part of the Wealth Planning team, providing expert advice to clients and managing queries. The role demands strong technical knowledge, relationship management skills, and the ability to work in a fast-paced environment. Candidates must possess or be working towards the CII Level 4 Diploma in Regulated Financial Planning. Location includes London, Knutsford, and Birmingham, with a collaborative culture at its core.