Trainee Planner

  • Competitive Salary
  • London, England, United Kingdom
  • Permanent, Full time
  • Killik & Co
  • 15 Feb 18 2018-02-15

Trainee Planner required for independent, award-winning wealth manager, to provide administrative support to the Wealth Planning team.

Killik & Co is an award-winning, independent Wealth Manager, providing advice on savings, planning and investments to retail customers. Founded in 1989, Killik & Co is one of the few remaining independent Partnerships, providing a modern approach, whilst retaining the sensibilities of a traditional and personal advisory service to help our clients achieve financial peace of mind.

As a Trainee Planner at Killik & Co, you will be responsible for providing administrative support to the Wealth Planning team. At the same time you will undergo a structured training programme, designed to develop your knowledge and skills, with the ultimate aim of progressing into a client-facing Planner role.

Key Accountabilities

• Studying towards Regulated Diploma in Financial Planning (CII/PFS)

• Proactively participate in training sessions

• Learn about the Wealth Planning department, it’s processes, and the cases it advises on

• Supporting Wealth Planning team with all aspects of administration for clients and prospects

• Data inputting and generation of reports

• Assist Planners with annual client reviews

• Liaising with product providers and other third parties to obtain all necessary information on clients’ existing arrangements

• Prepare information received for Planners to conduct their analyses

Person Specification

• An individual with a client focus

• Excellent client service skills

• Attention to detail

• Proactive and eager to learn

• Good communication skills

• Deals with challenges promptly and appropriately

• Maintains a full and proper understanding of the financial services market

Qualifications/Experience Required

• Some financial services experience required

• Some financial planning exams preferred but not essential

• Good working knowledge of MS Word, Excel, and Powerpoint

 

To apply, please send your CV and covering letter to recruitment@killik.com