Ipswich or Mayfair

We require a Paraplanner to assist Financial and Wealth Planners with the delivery of Wealth Planning services to new and existing clients of Killik & Co, through the production of 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 to achieve chartered financial planner status

Competencies / Skillset

  • 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

  • CII DipPFS or equivalent as a minimum
  • 3 years industry experience in administration or paraplanning role preferred but not essential
  • 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 and your preferred location.

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