At a Glance
- Tasks: Support Wealth Planners and develop skills in financial planning.
- Company: Join Killik & Co, a leading firm in Mayfair with a vibrant culture.
- Benefits: Enjoy a competitive salary and a generous benefits package.
- Other info: Hybrid working with a focus on in-office learning and team collaboration.
- Why this job: Kickstart your career in Wealth Planning with hands-on experience and training.
- Qualifications: A-level qualified with interest in financial planning and customer service experience.
The predicted salary is between 30000 - 40000 £ per year.
Location: London – various locations.
Salary: Competitive salary plus a generous benefits package.
Application Deadline: Thursday, May 28, 2026.
Job Summary: We are looking for a cohort of Trainee Planners to join Killik & Co in our Mayfair office, 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 - Mayfair employer: Killik & Co
Killik & Co is an exceptional employer located in the heart of Mayfair, offering a competitive salary and a generous benefits package. With a strong focus on employee development, our Trainee Planners benefit from an internal Adviser Training programme that equips them with the skills and knowledge needed to excel in Wealth Planning. Our collaborative work culture fosters continuous learning and provides ample opportunities for career growth, making it an ideal environment for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Planner - Mayfair
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend events, join online forums, or even hit up LinkedIn to find folks who can give you insights or refer you to opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Know what they value and how you can contribute. Practise common interview questions and have your own questions ready to show your interest!
✨Tip Number 3
Showcase your skills! If you’ve got any relevant projects or experiences, be ready to discuss them. Use examples that highlight your ability to get things done and work well in a team – those are key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining us at Killik & Co and becoming a part of our team.
We think you need these skills to ace Trainee Planner - Mayfair
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Trainee Planner role. Highlight any relevant experience in financial services and customer service, as well as your A-level qualifications.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention why you’re interested in financial planning and how you can contribute to the team at Killik & Co.
Showcase Your Communication Skills:Since communication is key in this role, ensure your application is clear and professional. Use proper grammar and structure, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
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 demonstrate your ability to align with their customer-centric approach.
✨Demonstrate Team Spirit
Teamwork is crucial in this role, so come prepared with examples of how you've collaborated effectively with others. Highlight instances where you shared knowledge or supported colleagues to achieve common goals. This will show that you're not just a self-starter but also someone who values teamwork.
✨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 assess if it's the right fit for you.
