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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 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 Hampstead employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner in Hampstead
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at Killik & Co. You never know who might help you land that Wealth Planner role!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your financial planning expertise and how you can bring value to their team. Use real examples to demonstrate your problem-solving abilities.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to Killik & Co and express your interest in the Wealth Planner position. A little initiative can go a long way in making a memorable impression.
✨Tip Number 4
Follow up! After any interviews or networking chats, send a quick thank-you note. It shows your appreciation and keeps you on their radar. Plus, it’s a great opportunity to reiterate your enthusiasm for the role!
We think you need these skills to ace Wealth Planner in Hampstead
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 engaging and personal – we love a bit of personality!
Showcase Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to convey information clearly and effectively. Use concise 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 Stuff
Make sure you brush up on your financial planning knowledge. Understand the key principles of wealth management and be ready to discuss how you can apply them in real-world scenarios. This will show that you're not just familiar with the theory but can also deliver excellent advice to clients.
✨Showcase Your Business Development Skills
Since this 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.
✨Communicate Clearly and Confidently
Effective communication is key in this role. Practice articulating your thoughts clearly and confidently. You might want to do a mock interview with a friend or family member to get comfortable discussing your experience and ideas.
✨Emphasise Teamwork and Adaptability
This position requires working closely with others, so highlight your ability to collaborate and adapt. Share examples of how you've worked in teams and how you've handled changes or challenges in the workplace. This will show that you can contribute positively to the firm's culture.