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 ..... full job details .....
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