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For Companies At a Glance
- Tasks: Provide top-notch financial planning and develop new client relationships.
- Company: Join Killik & Co, a leading firm in wealth planning.
- Benefits: Enjoy a competitive salary and generous benefits package.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Collaborative team environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Location: Mayfair, Esher, Hampstead
Salary: Competitive salary plus a generous benefits package
Application Deadline: Tuesday, March 31, 2026
Job Summary
To provide financial planning services to new and existing clients of Killik & Co 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.
- Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients.
- Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients.
- Actively refer clients and prospects to other services and specialisms offered by Killik & Co.
- Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives.
- Conduct the above 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 (Paraplanners and Product Liaison) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team.
- Additional contribution in agreement with line manager, subject to business/team requirements, across either Technical Planning, Business Development or Compliance & Supervision of team members.
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.
- Client focus and concern for quality: Good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention.
- Actively participate in the sharing of knowledge to both Planners and Investment Managers. Maintain a full and proper understanding of the financial services market and continue to develop and update technical knowledge.
- Commercial Sense: Manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately.
Senior Wealth Planner in London employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner in London
✨Network Like a Pro
Get out there and meet people! Attend industry events, join relevant groups, and connect with potential clients. The more you network, the better your chances of landing that Senior Wealth Planner role.
✨Show Off Your Expertise
When you get the chance to chat with someone from Killik & Co, don’t hold back on sharing your knowledge. Discuss financial planning trends or recent market changes. This shows you’re not just another candidate; you’re a valuable asset!
✨Follow Up
After any meeting or networking event, drop a quick follow-up message. Thank them for their time and express your interest in the role. It keeps you on their radar and shows your enthusiasm for the position.
✨Utilise Our Website
Don’t forget to check out our website for job openings and updates. Applying directly through us not only streamlines your application but also shows you’re genuinely interested in being part of the Killik & Co team!
We think you need these skills to ace Senior Wealth Planner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Wealth Planner role. Highlight your experience in financial planning and business development, and don’t forget to showcase any relevant qualifications or achievements that align with what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth planning and how your skills can benefit our clients. Be sure to mention specific examples of how you've delivered excellent client service in the past.
Showcase Your Team Spirit: We love team players! In your application, highlight experiences where you’ve collaborated with others, whether it’s working with paraplanners or investment managers. Show us how you contribute to a positive team environment.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Killik & Co!
How to prepare for a job interview at Killik & Co
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the specific processes used by Killik & Co and be ready to discuss how you can apply them in real scenarios. This shows that you're not just familiar with the basics, but that you can deliver technically excellent advice.
✨Show Your Business Development Skills
Prepare examples of how you've successfully acquired new clients in the past. Think about your approach to networking and how you can represent the firm proactively. They’ll want to see that you can bring in new business, so have a few strategies up your sleeve.
✨Team Player Vibes
Since teamwork is key in this role, be ready to share experiences where you've collaborated effectively with others. Highlight how you’ve worked with paraplanners or investment managers before, and how you can contribute to a supportive team environment at Killik & Co.
✨Client-Centric Mindset
Demonstrate your commitment to client satisfaction. Prepare to discuss how you’ve maintained relationships and ensured clients meet their objectives. Use specific examples to show that you understand the importance of delivering quality service and adapting to client needs.