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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.
- 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.
- Other info: Dynamic team environment with a focus on collaboration and client service.
The predicted salary is between 36000 - 60000 £ per year.
Location: Mayfair, Esher, Hampstead
Salary: Competitive salary plus a generous benefits package
Application Deadline: Friday, March 27, 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 Esher employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner in Esher
✨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 appreciation for the opportunity and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Wealth Planner in Esher
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 impactful – 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 principles and processes that Killik & Co uses, and be ready to discuss how you can apply them to help clients with complex needs.
✨Show Off Your Communication Skills
Since communication is key in this role, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated complex information in the past, and be ready to demonstrate your customer service mindset.
✨Be a Team Player
Highlight your ability to work collaboratively with others. Think of instances where you've successfully worked in a team to achieve a common goal, especially in a high-pressure environment. This will show that you understand the importance of teamwork in delivering outstanding client service.
✨Prepare for Business Development Questions
As business development is a key part of the role, come prepared with ideas on how you would identify new Wealth Planning opportunities. Think about your previous experiences in developing client relationships and how you can leverage those skills at Killik & Co.