Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers in delivering high-quality financial planning and build detailed cashflow models.
- Company: Join a friendly, ambitious team at Citygate Financial Planning Limited.
- Benefits: Enjoy a competitive salary, private medical insurance, and early finishes on Fridays.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and three years’ paraplanning experience required.
- Other info: Hybrid working for better work-life balance and full support for professional development.
The predicted salary is between 40000 - 50000 £ per year.
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 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
Desirable experience:
- 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.
Paraplanner in London employer: Equals One
Contact Detail:
Equals One Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Get to know the company inside out! Research Citygate Financial Planning Limited, their values, and their client base. This will help you tailor your responses during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Prepare for the online interview by rehearsing common paraplanning questions and your answers. We recommend doing mock interviews with friends or family to build your confidence and refine your delivery.
✨Tip Number 3
Showcase your skills! During the assessment stage, be ready to demonstrate your technical knowledge and problem-solving abilities. Bring examples of your previous work, like cashflow models or suitability reports, to highlight your experience.
✨Tip Number 4
Don’t forget to follow up! After your interviews, send a quick thank-you email to express your appreciation for the opportunity. It’s a nice touch that can set you apart from other candidates and shows your enthusiasm for the role.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience you have in pensions, investments, and protection.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about paraplanning and how you can contribute to our team. Be specific about your experience and how it aligns with our values at Citygate.
Showcase Your Technical Skills: Since we value strong technical knowledge, mention any experience you have with tools like Voyant or Intelliflo Office. This will help us see how you can hit the ground running!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at Citygate.
How to prepare for a job interview at Equals One
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Familiarise yourself with tools like Voyant and Intelliflo Office, as these are crucial for the role. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Tailor Your Approach
Before the interview, take some time to research Citygate Financial Planning Limited and their client base. Understand their values and how they support business owners and city professionals. This will help you tailor your answers to demonstrate how you can contribute to their mission and culture.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience as a Paraplanner. Discuss how you've built cashflow models or written suitability reports, and be ready to explain your thought process. This will help the interviewers see how your skills align with their needs.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients you'll be working with, or how they support professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
