Location: Ipswich
Salary: Competitive salary plus a generous benefits package
Application Deadline: Thursday, July 31, 2025
Job Summary
We are looking for a Paraplanner to join our centralised Paraplanning Hub in Ipswich 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 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.
* Produce client reports within agreed timescales.
* Obtain and prepare paperwork required for client meetings and business submission.
* Handle all forms of client communications, including arranging client meetings for the Wealth Planners where necessary.
* Build and maintain technical knowledge.
Key Competencies
* Getting Things Done: Delivers on objectives promptly; prioritises workload; remains professional under pressure.
* Communication & Sharing Knowledge: Confident, clear, and accurate communication; maintains accurate records; makes effective use of technology.
* Customer Service: Positive attitude to find solutions aligned with TCF principles; uses feedback to improve service.
* Effectiveness & Adaptability: Maintains high work volume, strives for continual improvement; understands individual contribution to corporate objectives; embraces change positively.
* Team Working: Shares knowledge, skills, and experience; understands team goals; supports colleagues.
Candidate Profile
* Holds the CII DipPFS qualification.
* Has at least 12 months of report writing experience, preferably within Wealth Management.
* Possesses a client-focused approach with concern for quality to ensure client satisfaction and retention.
* Actively participates in knowledge sharing within the Wealth Planning and Investment Management teams.
* Maintains a comprehensive understanding of the financial services market.
* Is diligent with high attention to detail.
Contractual Hours
09:00 am to 05:30 pm, Monday to Friday
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