Paraplanner
ParaplannerHybrid London, EC2RSalary £40k - £50k pa + BenefitsPermanent, Full time - early finish on FridaysCitygate 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 lifeWriting clear, well-structured suitability reports that clients can easily understandProducing technical analysis and recommendations across pensions, investments and protectionResearching protection solutions and planning strategies tailored to individual client needsPreparing forward planning reports following client reviews to support long term goalsWorking closely with advisers to understand client priorities and shape appropriate advicePlaying a key role in delivering a consistently high standard of client experienceEnsuring all work is accurate, compliant and in line with regulatory standardsThis 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 an
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!