We require a Paraplanner to assist 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 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.
  • Build technical knowledge.

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 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

  • CII DipPFS qualification
  • At least 2 years of report writing experience
  • Prior experience in a Wealth Management environment
  • 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.
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