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


  • Getting things done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
  • Leadership


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

Qualifications / Experience Required

  • Previous experience in financial servies, preferably in a planning environment
  • Financial planning exams are preferable but not essential
  • Previous experience with Intelligent Office (or similar back office systems) is advantageous but not essential
  • Good working knowledge of Word, Excel, and Powerpoint

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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