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Killik & Co is an award-winning, independent investment house, providing advice on savings, planning and investments to retail customers. Founded in 1989, Killik & Co is one of the few remaining independent Partnerships, providing a modern approach, whilst retaining the sensibilities of a traditional and personal advisory service to help our clients achieve financial peace of mind.
As an Assistant Wealth Planner at Killik & Co, you will be responsible for supporting Wealth Planners with the delivery of Wealth Planning services to new and existing clients. This role can provide a platform to develop the necessary competencies and qualifications to be able to progress into a Wealth Planner role, however those who are career Paraplanners are also welcomed.
Production of Planning reports within agreed timescales
Attend client meetings with Planners, where appropriate
Technical and product/provider research, as required
Preparing documents for client meetings and follow up paperwork
Deal with all forms of client communication, as required by the Planners
Liaise with Wealth Planning Administrators to ensure all required information is obtained in a timely manner
Obtain and prepare paperwork required to implement recommended financial planning solutions
Maintain accurate client file records
Work with Planners to identify wealth planning opportunities to meet client needs
Clear client focus
Excellent client service skills
Attention to detail
Flexible approach with the ability to prioritise work
Good communication skills
Deals with challenges promptly and appropriately
Proactive in every aspect of the role and willing to help the team as necessary
Keen to develop technical knowledge and proactively share the knowledge with the team/firm
Experience of working in a Financial Planning environment
CII Diploma in Regulated Financial Planning
Previous use to Intelliflo or First software is advantageous
Previous use of Voyant or other cash flow software is advantageous
To apply please send your CV and covering letter to firstname.lastname@example.org