Paraplanner - 12 months fixed term contract

Join us as a Paraplanner (12 months fixed term contract) and become a key part of our Wealth Planning team, helping deliver remarkable financial planning advice to PBWM clients. In this role, you’ll act as the first point of contact for Wealth Planners, providing technical expertise, managing complex queries, and fostering an inclusive, collaborative culture. You’ll prepare professional, compliant suitability reports, produce meeting packs, and handle all associated technical and administrative tasks with precision.

You’ll work closely with internal stakeholders, operations teams, and third-party providers to ensure seamless delivery and timely resolution of issues. Accuracy and attention to detail are essential, as you’ll maintain client records across all systems and take ownership of tasks from start to finish. With a good commercial mindset, you’ll partner with Wealth Planners to help achieve business targets while keeping client needs at the heart of everything you do.

This is a fast-paced, high-pressure environment where balancing quality and quantity is key. You’ll demonstrate advanced technical knowledge, uphold accuracy under tight deadlines, and consistently meet agreed workload volumes and service levels. Beyond your core responsibilities, you’ll contribute to team development by supporting new joiners, sharing knowledge, and promoting an inclusive, collaborative workplace.

To be successful as a Paraplanner, you should have experience with:

• Technical knowledge – Awareness of financial planning principles, compliance requirements, and technical processes.
• Relationship building and communication skills – Ability to collaborate effectively with Wealth Planners, stakeholders, and clients.
• Decision making and problem solving – Awareness of how to identify issues, remove blockers, and progress cases efficiently.
• Coaching and mentoring – Supporting new joiners and contributing to team development.
• Stakeholder management – Awareness of how to manage expectations and maintain good working relationships across teams.
• Product knowledge – Understanding of financial products and tools used in wealth planning.

Some other highly valued skills may include:

• CII Level 4 Diploma in Regulated Financial Planning, or working towards this qualification (CII Advanced Diploma in Financial Planning is highly desirable).
• Previous experience in financial planning or a related field.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London, Knutsford and Birmingham - other locations may be considered

Purpose of the role

To provide customer support and resolution of client inquiries and issues through various channels, ensuring a seamless and consistent experience for every customer. 

Accountabilities

• Support to clients with everyday banking tasks such as deposits, withdrawals, transfers, bill payments, as well as updating personal information, contact details and account preferences.

• Provision of support to clients with products and services, such as online banking, mobile app functionalities, and any technological difficulties related to their bank accounts, explaining the key features, benefits, and other comparisons that might suit their needs.

• Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.

• Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.

• Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

• Provision of timely updates on changes in banking policies, fees, and product offerings through various channels like email, newsletters, and online announcements.

• Education of clients about financial concepts, budgeting, and responsible banking practices through workshops, webinars, and educational materials.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.

• Requires in-depth technical knowledge and experience in their assigned area of expertise

• Thorough understanding of the underlying principles and concepts within the area of expertise

• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.

• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.

• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.

• Will have an impact on the work of related teams within the area.

• Partner with other functions and business areas.

• Takes responsibility for end results of a team’s operational processing and activities.

• Escalate breaches of policies / procedure appropriately.

• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.

• Advise and influence decision making within own area of expertise.

• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.

• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.

• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

• Make evaluative judgements based on the analysis of factual information, paying attention to detail.

• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.

• Guide and persuade team members and communicate complex / sensitive information.

• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.