Senior Wealth Planner

Killik & Co; Esher; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial planning firm in Esher is seeking a Chartered Financial Planner to provide exemplary financial advice to clients and spearhead business development initiatives. The ideal candidate will have over 3 years’ experience in the industry, demonstrating proficiency in client service and business growth strategies. This role requires compliance with regulatory standards while ensuring exceptional service delivery.

Benefits

Competitive salary

Generous benefits package

Qualifications

• Minimum 3 years of industry experience in providing advice.
• Proven experience in Business Development.

Responsibilities

• Deliver technically excellent financial planning advice to clients.
• Target new client acquisition through business development activities.
• Conduct ongoing client service and annual reviews.

Skills

Financial planning advice

Business development

Client service

Regulatory compliance

Education

CII Chartered Financial Planner

Job description

Location Esher Salary Competitive salary plus a generous benefits package Application Deadline Sunday, August 31, 2025 Job Summary

To provide financial planning services to new and existing clients of Killik & Co 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

Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients

Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients

Actively refer clients and prospects to other services and specialisms offered by Killik & Co

Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives

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 (Paraplanners and Product Liaison) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team

Additional responsibility for one of the following areas in agreement with line manager subject to business/team requirements:

Technical Areas

Oversee CPD for the team in this area

Provide regular legislative and regulatory updates on the area

Produce proposals on how to adjust process for any changes, if appropriate

Produce and keep up to date collateral on this topic

Attend forums on behalf of Killik & Co to ensure up to date knowledge

Business Development

Provide internal training or coaching on Business Development

Champion Killik Wealth Planning both internally within the wider business and externally to other third parties

Develop a network of professional advisers to refer business between and obtain reciprocal work

Compliance/Supervision

Continually review up to date legislation and provide team with updates, as appropriate

Provide coaching to other advisers on complaints or compliance/certification issues

Participation in internal compliance or professional third-party technical forum(s)

Assist Management with undertaking of Certification reviews

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 be a CII Chartered Financial Planner

Will have a minimum 3years of industry experience in providing advice

Proven expernence of Business Development

Contractual Hours

9.00am to 5.30pm, Monday to Friday

Job Profile Job Profile document