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- Tasks: Provide expert financial planning advice and develop new client relationships.
- Company: Join a leading firm in wealth management with a focus on client success.
- Benefits: Competitive salary, generous benefits package, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and client service.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 50000 - 65000 £ per year.
Location: Mayfair, Esher, Hampstead.
Salary: Competitive salary plus a generous benefits package.
Application Deadline: Thursday, April 30, 2026.
Job Summary: We are looking for a Wealth Planner to provide financial planning advice to new and existing Killik & Co clients with more complex financial planning needs, and to take an active role in business development activities for the Firm.
Key Accountabilities:
- Deliver technically excellent financial planning advice to clients using Killik & Co Wealth Planning processes.
- Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients.
- Develop new client relationships.
- Conduct business activities in a compliant manner, in line with the rules set out by the firm and the regulator.
- Work effectively with other members of the team to deliver an efficient and outstanding client service.
Key Competencies:
- Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge: Confident, clear and accurate 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.
- Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Wealth Planner in City of Westminster employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner in City of Westminster
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience and how it aligns with their needs. Use specific examples from your past work to demonstrate your expertise in financial planning.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the Wealth Planner position.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you’re genuinely interested in joining our team at Killik & Co. Don’t miss out on the chance to land that dream job!
We think you need these skills to ace Wealth Planner in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planner role. Highlight your experience in financial planning and any relevant qualifications. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to convey information clearly. Use straightforward language and check for any typos – we appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Killik & Co
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge before the interview. Understand the key processes used by Killik & Co and be ready to discuss how you can deliver technically excellent advice to clients. This will show that you're not just familiar with the basics, but that you can handle complex financial needs.
✨Show Off Your Business Development Skills
Since the role involves developing new client relationships, think of examples from your past where you've successfully built connections or identified new opportunities. Be prepared to share these stories during the interview to demonstrate your proactive approach to business development.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly and confidently. Since communication is key in this role, consider doing mock interviews with a friend or using video to record yourself. This will help you refine your delivery and ensure you come across as professional and knowledgeable.
✨Team Player Vibes
Highlight your ability to work effectively within a team. Think of specific instances where you've collaborated with others to achieve a common goal. This will resonate well with the firm's emphasis on teamwork and delivering outstanding client service.