Paraplanner

Paraplanner

Hybrid London, EC2R

Salary £40k - £50k pa + Benefits

Permanent, Full time – early finish on Fridays

Citygate Financial Planning Limited is looking for an experienced Paraplanner to join our close-knit team.

This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter.

You will be working alongside our existing client team, supporting advisers in delivering high quality, thoughtful financial planning to a loyal client base of business owners, lawyers and city professionals.

Responsibilities include:

• Building detailed cashflow models using Voyant to bring clients’ plans to life
• Writing clear, well-structured suitability reports that clients can easily understand
• Producing technical analysis and recommendations across pensions, investments and protection
• Researching protection solutions and planning strategies tailored to individual client needs
• Preparing forward planning reports following client reviews to support long term goals
• Working closely with advisers to understand client priorities and shape appropriate advice
• Playing a key role in delivering a consistently high standard of client experience
• Ensuring all work is accurate, compliant and in line with regulatory standards

This role is ideal for someone who is committed to building a long-term career in paraplanning and takes real pride in producing high quality, well-presented work.

You will enjoy working closely with advisers and being involved in the advice process, while staying organised, detail focused and comfortable managing a varied workload.

Above all, you will value being part of a supportive and collaborative team.

What we are looking for

• Level 4 Diploma in Financial Planning or equivalent
• At least three years’ experience working as a Paraplanner
• Strong technical knowledge across pensions, investments and protection
• Confidence working independently while also contributing to the wider team

Desirable experience

• Working knowledge of Intelliflo Office
• Experience using Voyant
• Familiarity with AJ Bell

What you can expect from us

• A starting salary between £40k-£50k per year, depending on experience
• A strong and well-rounded benefits package including private medical insurance, income protection, death in service cover, health cash plan and salary sacrifice pension scheme
• Hybrid working, giving you flexibility and a better work life balance
• Early finish every Friday so you can start the weekend early
• Citygate Days, with the last Friday of every month off as an extra day to yourself
• Full support for professional development, including funding for relevant training and qualifications
• A friendly, professional and ambitious environment where you will be supported and encouraged to grow

About Citygate

Citygate is a small, well-established business, which means you will never feel like just a number.

We work closely with business owners, lawyers and city professionals, helping them build, protect and enjoy long term financial freedom.

Our culture is friendly, forward thinking and professional, with an ambitious mindset and a genuine focus on doing the right thing for both our clients and our team.

The interview process

• Stage one: online interview via Microsoft Teams
• Stage two: two-part assessment
• Stage three: in person meeting with our Managing Director and a member of the team

If Citygate sounds like the right place for you, please submit your CV! We look forward to hearing from you.

INDHS 

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy.

You may be contacted directly by the employer should they wish to progress your application.

Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.