Wealth Planning Paraplanner
Job in
Mayfair, Kern County, California, USA
Listed on 2026-01-19
Listing for:
Killik & Co
Full Time, Contract
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Location: Mayfair
A prominent financial services firm in Mayfair seeks a Paraplanner for a fixed term contract. The candidate will assist Wealth Planners by producing reports and ensuring effective communication with clients. Responsibilities include liaising with administrators, managing product research, and preparing paperwork. Ideal applicants will have at least 18 months of relevant experience and hold the CII DipPFS qualification.
This role offers competitive salary and benefits, with working hours of 9.00 am to 5.30 pm, Monday to Friday.
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