Wealth Planner

Mayfair

We require a Wealth Planner to provide financial planning services to new and existing clients of Killik & Co.

Key Accountabilities

  • Deliver technically excellent financial planning advice to clients using Killik & Co Wealth Planning processes
  • Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients
  • Develop new client relationships
  • 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

Competencies
  • Getting things done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
Skills
  • Client focus and concern for quality ensuring client satisfaction and retention
  • Actively participate in the sharing of knowledge to both Wealth Planners and Investment Managers
  • Maintain a full and proper understanding of the financial services market and continue to develop and update technical knowledge
  • Deal with issues promptly and appropriately
  • Manage each client relationship on a sustainable and profitable basis

Qualifications / Experience Required

  • Educated to degree level or equivalent
  • Chartered Financial Planner
  • Minimum of 5 years’ industry experience
  • Previous use of Intelliflo and Voyant systems is advantageous

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.