Citygate Financial Planning is seeking an experienced Paraplanner. This is an exciting opportunity to become an integral part of our team, contributing to our mission while working in a supportive and collaborative environment.In this position, you will play a vital role in supporting our Existing Client Team by producing cashflow models in Voyant, writing suitability reports, researching protection products and preparing high-quality forward planning reports following a client's review.This is the ideal role for someone looking to build a career as a Paraplanner.ResponsibilitiesCollaborate 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.Support the adviser in delivering an excellent client experience.Conduct product research and maintain compliance with regulatory requirements.QualificationsQualified to Level 4 Diploma in Financial Planning (or equivalent).Minimum 5 years’ experience as a Paraplanner.Knowledge of back‑office systems such as Intelliflo office, AJ Bell and Voyant.What We OfferStarting 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 4 pm finish on Fridays.Citygate Days: the last Friday of the month off.Support for professional development: we will cover the costs of relevant training and qualifications you may wish to undertake.Due to the high volume of applications we receive, we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.Company & CultureWebsite: https://citygatefp.co.uk/Background & size: small business with less than 20 employees, focused on supporting mainly business owners, lawyers and city professionals.Culture: friendly, dynamic, professional and ambitious.Next StepsIf we sound like a good fit for you, please submit your CV and a summary outlining your interest in Citygate and why you would be a good fit.The interview process will be conducted in three stages:1st stage – online Teams interview.2nd stage – two‑part assessment.3rd stage – an in‑person meeting with our MD and someone you’ll be working with.Seniority LevelMid‑Senior levelEmployment TypeFull‑timeJob FunctionFinance and Sales #J-18808-Ljbffr