Location: Hampstead
Salary: Competitive salary plus a generous benefits package
Application Deadline: Wednesday, February 12, 2025
Job Summary
We are looking for a Wealth Planner to join our Hampstead branch and 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 work 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. Candidate Profile
Will hold the CII Advanced Diploma qualification; Will be a Chartered Financial Planner; Will have at least 5 years experience within a Wealth Management setting; Will possess a client focus and concern for quality, ensuring client satisfaction and retention; Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams; Maintains a full and proper understanding of the financial services market. Contractual Hours
9.00am to 5.30pm, Monday to Friday
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We are looking for a Wealth Planner to join our Hampstead branch and 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 work 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. Candidate Profile
Will hold the CII Advanced Diploma qualification; Will be a Chartered Financial Planner; Will have at least 5 years experience within a Wealth Management setting; Will possess a client focus and concern for quality, ensuring client satisfaction and retention; Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams; Maintains a full and proper understanding of the financial services market. Contractual Hours
9.00am to 5.30pm, Monday to Friday
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