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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 London employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner in London
✨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. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your financial planning expertise. Share specific examples of how you've helped clients in the past, and don’t shy away from discussing your business development successes!
✨Be Prepared for Interviews
Do your homework on Killik & Co and the wealth planning sector. Prepare answers to common interview questions and think about how your skills align with their needs. Confidence is key, so practice makes perfect!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows you're genuinely interested and gives us a better chance to see your application in the right light. Plus, it’s super easy to do!
We think you need these skills to ace Wealth Planner in London
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 Stuff
As a Wealth Planner, you'll need to demonstrate your expertise in financial planning. Brush up on the latest trends and regulations in wealth management. Be ready to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Communication Skills
Since communication is key in this role, practice articulating complex financial concepts in simple terms. Prepare examples of how you've effectively communicated with clients or colleagues in the past, ensuring you highlight your ability to maintain clear and accurate records.
✨Demonstrate Business Development Acumen
The firm values proactive business development, so come prepared with ideas on how you can identify new opportunities for existing clients. Think about past experiences where you've successfully developed client relationships and be ready to share those stories.
✨Emphasise Team Collaboration
This role requires working closely with other team members, so be sure to highlight your teamwork skills. Share examples of how you've collaborated with others to achieve common goals, and express your willingness to support your colleagues in delivering outstanding client service.