Paraplanner

Citygate Consulting Ltd; Greater London; Hybrid; GBP 40,000 - GBP 50,000; Full time

Job summary

A financial planning firm in Greater London is looking for an experienced Paraplanner. You will support advisers and deliver thoughtful financial planning to clients. Responsibilities include building cashflow models, writing reports, and providing technical analysis on financial products. Required skills include strong technical knowledge and experience with Voyant and Intelliflo Office. The role offers a salary of £40k-£50k, hybrid working, and various benefits designed to support your professional development.

Benefits

Private medical insurance

Income protection

Death in service cover

Health cash plan

Salary sacrifice pension scheme

Early finish every Friday

Citygate Days

Support for professional development

Qualifications

• At least three years' experience working as a Paraplanner.
• Strong technical knowledge across pensions, investments and protection.
• Commitment to building a long-term career in paraplanning.

Responsibilities

• Building detailed cashflow models using Voyant.
• Writing clear, well-structured suitability reports.
• Producing technical analysis and recommendations.
• Researching protection solutions tailored to clients' needs.
• Preparing forward planning reports following client reviews.

Skills

Technical knowledge across pensions, investments and protection

Experience using Voyant

Confidence working independently

Working knowledge of Intelliflo Office

Experience as a Paraplanner

Education

Level 4 Diploma in Financial Planning or equivalent

Tools

Voyant

Intelliflo Office

AJ Bell

Job description

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

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
• 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.