Citygate Financial Planning
Senior Paraplanner
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£55,000 - £65,000 | Hybrid Working | Chartered or Nearly Chartered
We’re hiring a Senior Paraplanner to become a key planning specialist at Citygate. This is for a career paraplanner who wants influence, ownership and a genuine say in how great advice is delivered.
If you're passionate about great financial planning, enjoy solving complex client problems, and want your expertise to have a genuine impact, we'd love to hear from you.
About the Role
This is not simply a report-writing role.
We're looking for an experienced and outstanding Senior Paraplanner who wants to play a key part in shaping financial planning outcomes for clients, developing standards across the business, and supporting the continued growth of Citygate Financial Planning.
You will work closely with our Director and advisers, acting as a trusted technical expert and sounding board. We want someone who is confident challenging assumptions, identifying planning opportunities, and taking ownership of complex cases from initial analysis through to recommendation.
This role is ideal for an experienced career paraplanner who is passionate about financial planning and wants to remain on the technical pathway. This role is designed for someone who wants to build a long-term career as a paraplanner rather than move into advice. We're looking for someone who wants to become an even better paraplanner, deepen their expertise, influence planning outcomes, and play a leading role in developing technical excellence across the business.
At Citygate, we care deeply about the why. Why clients are making decisions. Why recommendations are appropriate. Why financial planning can make a meaningful difference to people's lives.
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We're looking for someone whose first instinct is to ask "why?" rather than simply "how?" This is an exciting opportunity to join a growing firm with an ambitious culture focused on continuous improvement, professional development, and delivering exceptional planning advice.
Key Responsibilities
Planning & Research
- Take ownership of complex client cases across investments, pensions, protection and wider financial planning matters.
- Conduct technical research and analysis, identifying planning opportunities and developing suitable recommendations.
- Support advisers with technical queries and planning strategies.
- Work closely with the advisers and other team members.
Cashflow Modelling & Advice Preparation
- Build and maintain comprehensive and accurate cashflow models using Voyant.
- Analyse alternative planning strategies and model client outcomes.
- Support annual reviews and ongoing planning work through robust technical analysis.
Suitability Reports & Quality Assurance
- Produce high-quality suitability reports and financial planning recommendations.
- Ensure all recommendations are technically robust, compliant and clearly articulated.
- Review paraplanning outputs where appropriate to maintain quality and consistency.
- Contribute to the development of report templates, technical standards and planning resources.
Leadership & Proposition Development
- Provide coaching, mentoring and technical support to colleagues.
- Share industry updates, best practice and regulatory developments.
- Contribute to the continued development of our Centralised Investment Proposition (CIP) and wider advice proposition.
- Identify opportunities to improve planning processes, workflows and client outcomes.
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About You
Essential
- Chartered Financial Planner, or very close to achieving Chartered status.
- Minimum 5 years' paraplanning experience.
- Excellent technical knowledge across pensions, investments, protection and financial planning.
- Strong suitability report writing and cashflow modelling skills.
- Comfortable challenging and influencing advisers where appropriate.
- Highly organised with exceptional attention to detail.
- Passionate about continuous learning and professional development.
What We Offer
- Salary Range between £55,000 - £65,000 p.a., depending on experience.
- Benefits package including income protection, death in service, and private medical insurance. Health cash plan, Cycle2Work scheme, salary sacrifice car scheme.
- Hybrid working: Work remotely part of the week with a 4pm finish on Fridays.
- Professional development support: We’ll cover the cost of relevant training and qualifications to support your continued development.
Why Join Citygate?
We're a close-knit team with an ambitious culture focused on continuous improvement, planning excellence and delivering exceptional client outcomes. We care deeply about doing right by our clients and by the team around us. If your ambition is to become one of the best career paraplanners in the industry, this is the kind of role that gives you the responsibility, support and platform to get there.
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