We require a Trainee Planner to provide administrative support to the Killik & Co Wealth Planning team whilst undergoing a training programme to progress within the team, with the ultimate aim to become a client facing planner.

Key Accountabilities

• Studying towards Regulated Diploma in Financial Planning (CII/ PFS)
• Proactively participating in the training sessions provided
• Using initiative to learn on the job about Wealth Planning work
• Working as part of two or three Wealth Planning pods and supporting them with all aspects of administration for clients and prospects
• Data input into systems available to the planners and production of simple reports generated by some of the systems
• Assist the planners to organise annual reviews with clients
• Contacting prospects and clients to book in meetings and to keep them updated
• Preparing letters of authorities and sending them out to providers
• Liaising with product providers and other third parties to obtain all necessary information on clients’ existing arrangements
• Compiling information received in an easy to understand format as preparation for other team members to conduct their analyses
• Implementation of new business
• Obtaining product research
• Pre-populating forms
• Maintaining an up to date file
• Supporting the wider Wealth Planning team with administration work as required

Competencies / Skillset

Competencies
• Getting Things Done
• Communication and Sharing Knowledge
• Customer Service
• Effectiveness and Adaptability
• Team Working
• Leadership

Skills
• Client focus and excellent client service
• Attention to detail
• Proactive and eager to learn
• Good communication skills
• Deal with issues promptly and appropriately
• Maintain a full and proper understanding of the financial services market

Qualifications / Experience Required

• Some experience in financial services required
• Some financial planning exams preferred but not essential
• Experience of Intelligent Office (or similar system) is advantageous but not essential
• Good working knowledge of Word, Excel and PowerPoint

Contractual Hours

9.00am – 5.30pm, Monday – Friday

Get In Touch

Please send a CV and covering letter to recruitment@killik.com 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.