Job title: Paraplanner
Job Title: Paraplanner
Company: Citygate Financial Planning
Location: London (Hybrid)
Salary: £45,000 – £55,000 depending on experience, plus benefits
Citygate Financial Planning is seeking an experienced Paraplanner. This is an exciting opportunity to become an integral part of our team, contributing to our mission while working in a supportive and collaborative environment.
In this position, you will play a vital role in supporting our Financial Planning team by preparing high-quality reports, researching financial products, and using cashflow modelling tools (primarily Voyant) to create tailored, effective financial plans.
Role & Responsibilities:
- Collaborate with the financial planning team to understand client goals and develop financial strategies.
- Use Voyant to produce cashflow models and visual financial plans.
- Prepare suitability reports, technical analysis, and recommendations across pensions, investments, and protection.
- Conduct product research and maintain compliance with regulatory requirements.
- Assist in the development of internal processes and best practices.
Do you have the following?
- Qualified to Level 4 Diploma in Financial Planning (or equivalent) and ideally studying towards Level 6.
- Minimum 3 years’ experience as a Paraplanner.
Our Ideal Candidate
Essential
- Excellent interpersonal and communication skills (both verbally and in writing).
- Resourceful and proactive.
- Knowledge of Microsoft Word, Excel and Voyant and back-office systems.
- Highly organised, methodical, disciplined, with excellent attention to detail.
- Adopts a positive attitude and is willing to assist others when busy.
- Able to work under pressure on occasions to achieve deadlines.
Desirable
- Previous experience as a Paraplanner.
- Knowledge of back-office systems such as Monday.com, MoneyInfo. and investment platforms such as AJ Bell.
What We Offer
- Salary of £45,000 – £55,000 depending on experience
- Benefits package including income protection, death in service, and private medical insurance. We also operate a salary sacrifice pension scheme.
- Hybrid working: Work remotely part of the week with a 4pm finish on Fridays.
- Support for professional development: We’ll cover the costs of relevant training and qualifications you may wish to undertake to further develop your career.
Due to the high volume of applications we receive, we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Next Steps
If we sound like a good fit for you, please submit your CV, a summary outlining your interest in Citygate and why you would be a good fit. The interview process will be conducted in three stages:
- An online Teams interview.
- An in-person assessment.
- A face-to-face interview.