Paraplanner - Hybrid, Early Friday Finish & Growth

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

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.