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For Companies At a Glance
- Tasks: Provide top-notch financial planning and drive business development for clients.
- Company: Join Killik & Co, a leading firm in wealth planning and investment management.
- Benefits: Enjoy a competitive salary, generous benefits, and opportunities for professional growth.
- Why this job: Be part of a dynamic team that values innovation and client success.
- Qualifications: Must be a CII Chartered Financial Planner with 3+ years of experience.
- Other info: Work hours are Monday to Friday, 9.00am to 5.30pm.
The predicted salary is between 43200 - 72000 £ 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.
Job Profile
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Senior Wealth Planner employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner
✨Tip Number 1
Network actively within the financial planning community. Attend industry events, seminars, and workshops to meet potential clients and other professionals who can refer business to you. Building relationships is key in business development.
✨Tip Number 2
Stay updated on the latest financial regulations and trends. This knowledge will not only enhance your credibility but also allow you to provide the best advice to clients, making you a valuable asset to the team at Killik & Co.
✨Tip Number 3
Demonstrate your expertise by sharing insights and knowledge through social media or professional platforms. This can help establish your personal brand and attract potential clients who are looking for a knowledgeable wealth planner.
✨Tip Number 4
Prepare to discuss your previous successes in business development during the interview. Be ready to share specific examples of how you've acquired new clients and contributed to your previous firm's growth.
We think you need these skills to ace Senior Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and business development. Use specific examples that demonstrate your ability to deliver excellent client service and achieve objectives.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth planning and your understanding of the role at Killik & Co. Mention how your skills align with their key accountabilities and competencies.
Highlight Relevant Qualifications: Clearly state your CII Chartered Financial Planner status and any other relevant qualifications. Emphasise your industry experience and how it prepares you for the responsibilities outlined in the job description.
Showcase Business Development Skills: Provide examples of past successes in acquiring new clients and developing business opportunities. This will demonstrate your proactive approach and ability to contribute to the firm's growth.
How to prepare for a job interview at Killik & Co
✨Showcase Your Technical Expertise
As a Senior Wealth Planner, it's crucial to demonstrate your technical knowledge in financial planning. Be prepared to discuss specific cases where you've successfully delivered financial advice and how you navigated complex situations.
✨Highlight Business Development Skills
Since the role involves acquiring new clients, share examples of your previous business development successes. Discuss strategies you've used to build relationships and how you've proactively sought out new opportunities.
✨Emphasise Team Collaboration
This position requires working closely with other team members. Be ready to talk about how you've collaborated with paraplanners or investment managers in the past, and how you can contribute to a supportive team environment.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on relevant regulations and be prepared to discuss how you've ensured compliance in your previous roles. This will show your understanding of the regulatory landscape and your commitment to ethical practices.