Job title: Paraplanner

Ideal start date: ASAP

 

Please email your CV and a cover letter explaining why you would be a good fit to operations@citygatefp.co.uk.

 

If you do not include a cover letter, your application will not be considered.

 

We are looking for a talented Paraplanner to join our growing team!

 

About Us

At Citygate we provide an unparalleled first-class service for bespoke independent financial advice.  We are committed to putting our clients at the heart of everything we do and to providing the best possible service, to help individuals and businesses achieve their financial goals.  Our clients include lawyers, business owners and city professionals.  The work we do enables our clients to live their lives with freedom and purpose.

 

Our core values are:

Integrity – doing the right thing through our words and actions, even when no-one is watching.

Genuine – being honest and sincere, and always showing up as our true selves and being authentic.

Pride – a sense of satisfaction and achievement from being associated with Citygate, its employees, and the service we deliver for our clients.

Curiosity – an endless desire to learn and improve, and always questioning “why?”

Fairness – treating others the way we’d wish to be treated and striving for equilibrium in every relationship.

 

We are a friendly, approachable team who come from a variety of backgrounds.  Our culture is such that everyone is encouraged to voice their ideas and have a say in the direction of the business, as we strive towards bold ambitions and consistently look to enhance our excellent service offering.  We are small enough that you will have the opportunity to make a real impact at Citygate while performing a fulfilling and engaging day-to-day role.

 

The Role

 

Client servicing

  • Establish and build strong relationships with clients and attend client meetings when required.
  • Provide a friendly and professional point of contact for clients and enquiries by phone, email and in person.
  • Respond to client technical enquiries.

 

Preparation & maintenance of client files

  • Ensure completeness of client file/data gathering
  • Confirm risk profile is determined and up to date.
  • Check all compliance paperwork is present.
  • Liaise with administration team to maintain accurate client records on the back-office system, platforms, and any other IT systems e.g. cashflow and risk profiler.

 

Preparation of recommendations

  • Identify and obtain information necessary to compile client recommendations / cash flow.
  • Compile draft net worth statements; income and expenditure statements and financial cash flow forecasts for review by Financial Planner
  • Identify areas for planning.
  • Carry out technical calculations.
  • Carry out due diligence on products, investments, providers etc.
  • Undertake research to identify suitable solutions to meet clients’ needs.
  • Prepare information/comparisons for analysis by Financial Planner
  • Liaise with clients’ legal and tax advisers (if applicable)
  • Consider current and future asset allocation for investment strategy in relation to client risk profiles and lifetime cash flows.
  • Produce clear, technically accurate, compliant, and concise Financial Plans and Suitability Reports as per business processes.
  • Ensure that all recommendations and reports meet legal and regulatory requirements.

 

Implementation of recommendations

  • Make changes to clients’ investments as necessary.
  • Ensure agreed action points get diarised, actioned, and completed as per business process.
  • Liaise with administration team to process recommendations as per business process; assist when needed.

 

Preparation of reviews

  • Prepare and coordinate review documentation, including financial plan and portfolio review as per the Annual Review Process
  • Review investment portfolios, asset allocations, risk profiles etc.
  • Implement agreed actions post review.
  • Attend client’s meetings when required.

 

Other

  • General research related to all aspects of financial planning (e.g. product and platform (research)
  • Keep up to date with compliance changes and update templates!
  • Prepare and collate documentation needed for investment committee meetings.
  • Ensure CPD requirements are met and maintain up-to-date training records.
  • Assist your colleagues with technical enquiries and provide support when needed.
  • Other duties as directed by management.

 

Desired Skills and Experience:

 

This is a challenging role that would suit a confident and professional individual who enjoys using their initiative. This role is most suitable for someone with long-term career objectives and who is willing to commit to the Practice on a long-term basis. There is a real scope to expand the client offering and be a key person within the development of this growing business.

 

Knowledge

  • Knowledge of back-office systems such as Monday.com, Money Info and investment platforms such as M& G and AJ Bell. Voyant knowledge would be desirable.
  • Advanced Excel
  • Experience working within the financial services sector and/or knowledge of financial products.

 

Skills

  • Highly organised, methodical, analytical, and disciplined
  • Excellent communicator (both verbal & written).
  • Ability to assimilate technical information into an understandable format for clients.
  • Highly numerate.
  • Shows initiative and takes personal responsibility for completing tasks.
  • Able to work within defined business processes.
  • Adopts a positive attitude, willing to assist others when busy.
  • Able to work under pressure on occasions to achieve deadlines.
  • Excellent attention to detail.
  • Able to achieve agreed outcomes without supervision.
  • Able to prioritise and plan own workload.

 

Experience

At least 2 years’ experience working as a Paraplanner ( required)

At least 2 years working within a financial planning environment.

 

Qualifications

Attained Diploma in Financial Planning – Level 4 CII ( Desirable) or working towards qualifications with minimum of 2 exams to complete with the CII.

 

What We Offer

Salary: £42,000 to £48,000, depending on experience and skillset.

 

Offices are based in Bank, City of London.

 

Benefits include income protection, death in service and private medical insurance.  We also operate a salary sacrifice pension scheme.

 

This is a permanent role, with full-time working hours between Monday and Friday (although we finish at 4pm on Fridays).

There is also the ability to work remotely for part of the week as the team operates on a hybrid basis.

 

We support and encourage the continuous professional development of our team and so will cover the costs of any relevant training and qualifications you may wish to undertake to further develop your career in operational management.

 

Next Steps

Our ethos is that finding the right person for the role goes beyond qualifications and experience – first and foremost we are looking for someone who shares our values, will fit in with our team and will have a positive impact on our firm.

If we sound like a good fit for you, please submit your CV and a brief cover letter outlining your interest in Citygate and why you would be a good fit.

The interview process will be conducted in two stages:

  • an online Teams interview.
  • a final face to face interview in our office

 

Applications will be considered on a rolling basis, so don’t delay – apply today!