We deliver bespoke, independent financial planning and employee benefits solutions, tailored to the unique needs of lawyers, city professionals, business owners, and SMEs.
Citygate Financial Planning
Investment, Paraplanning, Pensions, Protection
FURTHER INFORMATION
About the role
- 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.
Requirements
- Qualified to Level 4 Diploma in Financial Planning (or equivalent)
- Minimum 5 years’ experience as a Paraplanner
Package & Salary
- Starting salary of up to £45,000 per annum
- Benefits package including income protection, death in service, private medical insurance, salary sacrifice pension scheme, health cash plan, cycle2work, salary sacrifice car scheme.
- Hybrid working: Work remotely part of the week with a 4pm finish on Fridays.
- Citygate Days: The last Friday of the month off.
- Support for professional development: We’ll cover the costs of relevant training and qualifications you may wish to undertake to further develop your career.
EMAIL RECRUITER
