Wealth Planner

Location:

Mayfair, Esher, Hampstead

Salary:
Competitive salary plus a generous benefits package

Final date to receive applications:
Friday, March 27, 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.

• 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.

• 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; and
• Team Working
  :
  Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.