Senior Wealth Planner


We require a Senior Wealth Planner 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 (Paraplanner and Administrator) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team

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 Advanced Diploma in Financial Planning qualification
  • Must be a CII Chartered Financial Planner
  • 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.
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