Wealth Planning Paraplanner - 12-Month Contract

Barclays Bank Plc; Sworton Heath; On-site; GBP 30,000 - 45,000; Full time

Job summary

A global financial institution in the UK seeks a skilled Paraplanner for a 12-month fixed term contract. You will support Wealth Planners by managing client relationships and providing technical expertise. Responsibilities include assisting with banking tasks, resolving inquiries, and educating clients on financial concepts. Candidates should have strong relationship-building skills and relevant qualifications like the CII Level 4 Diploma in Regulated Financial Planning. This fast-paced role requires accuracy and decision-making abilities.

Qualifications

• Awareness of financial planning principles, compliance requirements, and technical processes.
• Ability to collaborate effectively with Wealth Planners, stakeholders, and clients.
• Awareness of how to identify issues, remove blockers, and progress cases efficiently.
• Supporting new joiners and contributing to team development.
• Awareness of how to manage expectations and maintain good working relationships across teams.
• Understanding of financial products and tools used in wealth planning.

Responsibilities

• Support clients with everyday banking tasks such as deposits, withdrawals, and transfers.
• Guide new customers through account opening procedures and services.
• Manage client relations by resolving inquiries about accounts and transactions.
• Provide education on financial concepts, budgeting, and responsible banking.

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

Job description

A global financial institution in the UK seeks a skilled Paraplanner for a 12-month fixed term contract. You will support Wealth Planners by managing client relationships and providing technical expertise. Responsibilities include assisting with banking tasks, resolving inquiries, and educating clients on financial concepts. Candidates should have strong relationship-building skills and relevant qualifications like the CII Level 4 Diploma in Regulated Financial Planning. This fast-paced role requires accuracy and decision-making abilities.