We require a Paraplanner to assist Wealth Planners and Financial Planners with the delivery of Wealth Planning services to new and existing clients of Killik & Co.

Key Accountabilities

• Liaise with Wealth Planning Administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
• Ensure product research is kept up to date
• Production of client reports within agreed timescales
• Obtain and prepare paperwork required for client meetings and business submission
• Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners

Competencies/skill set

• Getting things done
• Communication & Sharing Knowledge
• Customer Service
• Effectiveness & Adaptability
• Team Working

• Client focus and concern for quality ensuring client satisfaction and retention
• Actively participate in the sharing of knowledge to both Wealth Planners and Brokers
• Maintain a full and proper understanding of the financial services market
• Deal with issues promptly and appropriately

Qualifications/experience required

• Educated to degree level or equivalent
• CII Diploma in Regulated Financial Planning preferred but RO1, RO3 and RO4 are essential
• 1 years experience of paraplanning or as a Wealth Planning Administrator, looking to make the step up
• Some experience of report writing
• Previous use of Intelliflo or First software is advantageous
• Previous use of Voyant or other cash flow software is advantageous

Contractual Hours

9.00am – 5.30pm, Monday – Friday

Get In Touch

Please send a CV and covering letter to recruitment@killik.com with the subject title of the role you are applying for.

Before applying for any of our vacancies, please ensure that you have read and understood our Privacy Information Notice for Candidates. By submitting your CV and cover letter you confirm that you are happy for Killik & Co to process your personal information for the purpose of reviewing your job application.