Paraplanner

Paraplanner - 12 month Fixed Term Contract

Location:

Mayfair. Salary:
Competitive salary plus a generous benefits package. Final date to receive applications:
Friday, February 13, 2026.

Job Summary

We are looking for a Paraplanner to 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. This is on a fixed term contract for 12 months, covering maternity.

• 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.
• 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.

• Getting Things Done:
  Deliver on agreed objectives promptly; prioritise workload; remain professional under pressure.
• Communication & Sharing Knowledge:
  Confident, clear and accurate with all communication; maintain accurate records and make effective use of new technology.
• Customer Service:
  Positive attitude to find solutions in line with TCF principles; use customer feedback to improve service.
• Effectiveness & Adaptability:
  Able to maintain a high volume of work, striving for continual improvements; understand individual contribution in relation to corporate objectives; present a positive image and approach to change.
• Team Working:
  Share knowledge, skills and experience with colleagues; understand team goals; be cooperative and supportive of others.

• Will hold the CII DipPFS qualification.
• Will have at least 18 months of 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 amongst 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.

9.00am to 5.30pm, Monday to Friday. This is a fixed term contract for 12 months.