Location: Ipswich or Mayfair
Salary: Competitive salary plus a generous benefits package
Application Deadline: Saturday, February 28, 2026
Job Summary:
We are looking for a Paraplannerto join our centralised Paraplanning Hub and 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 the Product Liaison teamand 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.
Key Competencies
Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
Communication & Sharing Knowledge: Confident, clear and Bite 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; and
Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
* Will hold the CII DipPFS qualification
* Will have at least 18monthsof report writing experience, preferably within a Wealth Management setting
* Will possess a client focus and concern for quality, ensuring client satisfaction and retention
* Will actively participate in knowledge sharing amoungst the Wealth Planning and Investment Management teams
* Maintains a full and proper understanding of the financial services market
* A diligent worker with a high level of attention to detail
Contractual Hours
9.00am to 5.30pm, Monday to Friday
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