Location: Mayfair, Esher, Hampstead. Salary: Competitive salary plus a generous benefits package. Application Deadline: Thursday, April 30, 2026.
Job Summary: We are looking for a Wealth Planner to provide financial planning advice to new and existing Killik & Co clients with more complex financial planning needs, 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.
* Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients.
* Develop new client relationships.
* Conduct business activities 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 to deliver an efficient and outstanding client service.
Key Competencies
* 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.
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