home About working with us Paraplanner Ipswich or Mayfair
We require a Paraplanner, based out of either our Ipswich or Mayfair offices, to assist Financial Planners and Wealth Planners with the delivery of Wealth Planning services to new and existing clients of Killik & Co, through the production of wealth planning reports.
Key Accountabilities
- Liaise with Wealth Planning administrators and Financial/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 / Skillset
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
- Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
- Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
- Client focus and concern for quality ensuring client satisfaction and retention
- Actively participate in the sharing of knowledge to both Financial/Wealth Planners and Investment Managers
- Maintain a full and proper understanding of the financial services market
- Deal with issues promptly and appropriately
Qualifications / Experience Required
- Educated to A-level standard or equivalent
- CII DipPFS qualified as a minimum
- At least 12 months industry experience in a paraplanning role and in report writing
- Experience of providing customer service to HNW individuals
- Previous use of First software or Intelliflo is advantageous
- Previous use of Voyant or alternative Cashflow software is advantageous
Contractual Hours
9.00am – 5.30pm, Monday to Friday
Get In Touch
Please send a CV and covering letter to [email protected] 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.