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- Tasks: Support Wealth Planners and develop skills for a future career in financial planning.
- Company: Join Killik & Co, a leading firm in Hampstead with a focus on growth.
- Benefits: Competitive salary, generous benefits package, and hybrid working options.
- Other info: Dynamic team environment with excellent learning opportunities and career progression.
- Why this job: Gain hands-on experience in financial planning while working towards becoming a qualified Wealth Planner.
- Qualifications: A-level qualified, with interest in financial planning and customer service experience.
The predicted salary is between 30000 - 40000 £ per year.
Location: Hampstead
Salary: Competitive salary plus a generous benefits package
Application Deadline: Tuesday, May 19, 2026
We are looking for a Trainee Planner to join Killik & Co in our Hampstead branch, to provide technical administrative support to the Wealth Planners while developing the relevant skills, knowledge and competencies required of a future Wealth Planner. The successful postholder will be able to enrol on our internal Adviser Training programme, once they meet the required standards, and work towards becoming a qualified Wealth Planner.
Key Accountabilities
- To provide administrative support to the team of Wealth and Financial Planners.
- To support the Planners in their client work.
- To build up technical knowledge related to financial planning, relevant products, client administration and reporting, our services and procedures.
- To learn how to use the Firm's internal systems.
- To learn about the business and internal departments.
- Build technical knowledge.
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.
Candidate Profile
- At least A-level qualified (or equivalent) is essential.
- Level 4 CII papers are advantageous.
- Will have a demonstrable interest in financial planning.
- Will have at least 12 months experience in a similar financial services environment.
- Will have prior experience in relationship management or providing excellent customer service.
- Will have an understanding of the fundamentals of regulated financial advice e.g. suitability documentation, compliance expectations.
- An entrepreneurial mindset.
- A proven self-starter with an interest in pursuing a career in Wealth Planning.
Contractual Hours
9.00am to 5.30pm, Monday to Friday
Hybrid Working
Onsite 5 days - Five days in the office gives the richest learning environment, constant exposure to client discussions, technical conversations, and the expertise around you.
Trainee Planner - Hampstead employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Planner - Hampstead
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those at Killik & Co. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might help you land that Trainee Planner role!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or colleagues, be ready to discuss your relevant experience and how it aligns with the role. Bring examples of how you've provided excellent customer service or managed relationships in previous roles.
✨Tip Number 3
Stay updated on industry trends! Read up on financial planning news and developments. This will not only boost your knowledge but also give you great talking points during interviews. Plus, it shows your genuine interest in becoming a Wealth Planner.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Killik & Co. Don’t forget to tailor your application to highlight how you fit the Trainee Planner role perfectly!
We think you need these skills to ace Trainee Planner - Hampstead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Planner role. Highlight any relevant experience in financial services and showcase your skills that align with the key competencies mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how your background makes you a great fit for the team at Killik & Co. Don’t forget to mention why you’re excited about this opportunity!
Showcase Your Skills: In both your CV and cover letter, be sure to highlight your communication skills and ability to work under pressure. These are key competencies we value, so give us examples of how you've demonstrated these in past roles.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us, making it easier for us to review your details!
How to prepare for a job interview at Killik & Co
✨Know Your Stuff
Make sure you brush up on financial planning basics and the specific services offered by Killik & Co. Familiarise yourself with key terms and concepts, as well as any recent news in the financial sector. This will show your genuine interest and help you engage in meaningful conversations during the interview.
✨Showcase Your Customer Service Skills
Since the role involves supporting Wealth Planners and client work, be ready to share examples of how you've provided excellent customer service in the past. Think about situations where you went above and beyond to meet a client's needs or resolved a tricky issue. This will highlight your suitability for the role.
✨Demonstrate Team Spirit
Teamwork is crucial in this position, so come prepared with examples of how you've collaborated with others in previous roles. Discuss how you’ve shared knowledge or supported colleagues to achieve common goals. This will illustrate that you’re not just a lone wolf but someone who thrives in a team environment.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about the internal training programme, opportunities for growth within the company, or how the team collaborates on client projects. Asking questions shows your enthusiasm for the role and helps you determine if it's the right fit for you.