We require a Financial Planner to provide financial planning advice to new and existing Killik & Co clients with less complex financial planning needs, and to take an active role in business development activities for the Firm.
Key Accountabilities
- 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; - Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
- Work with investment managers to identify 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;
- Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.
Competencies / Skillset
- 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 Wealth/Financial Planners and Investment Managers
- Market Knowledge – Maintain a full and proper understanding of the financial services market
- Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately
Qualifications / Experience Required
- Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification
- Previous experience of providing financial planning advice to clients
- Previous experience in business development and growing a client book
Contractual Hours
9.00am – 5.30pm, Monday to Friday
Get In Touch
Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
Before applying for any of our vacancies, please ensure that you have read and understood our Privacy Information Notice for Candidates. By submitting your CV and cover letter you confirm that you are happy for Killik & Co to process your personal information for the purpose of reviewing your job application.
