Job Title : Paraplanner Company : Citygate Financial Planning
Location : London (Hybrid)
Salary : £45-55,000 depending on experience, plus benefits
Citygate Financial Planning is seeking an experienced Paraplanner. 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.
This is the ideal role for someone looking to be a career Paraplanner.
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.
Qualified to Level 4 Diploma in Financial Planning (or equivalent) and ideally studying towards Level 6.
Minimum 3 years’ experience as a Paraplanner.
Excellent interpersonal and communication skills (both verbally and in writing).
Knowledge of Microsoft Word, Excel and Voyant and back-office systems.
Previous experience as a Paraplanner.
Knowledge of back-office systems such as Monday.and investment platforms such as AJ Bell.
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.
An online Teams interview