Senior Wealth Planner

Other Jobs To Apply

No other job posts for this day.

<p>Location Esher Salary Competitive salary plus a generous benefits package Application Deadline Sunday, August 31, 2025 Job Summary<p>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. </p><p><strong>Key Accountabilities </strong> </p><p>Deliver technically excellent financial planning advice to clients using Killik & Co Wealth Planning processes </p><p>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 </p><p>Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients </p><p>Actively refer clients and prospects to other services and specialisms offered by Killik & Co </p><p>Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives </p><p>Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator </p><p>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 </p><p>Additional responsibility for one of the following areas in agreement with line manager subject to business/team requirements: </p><p><u>Technical Areas </u> </p><p>Oversee CPD for the team in this area </p><p>Provide regular legislative and regulatory updates on the area </p><p>Produce proposals on how to adjust process for any changes, if appropriate </p><p>Produce and keep up to date collateral on this topic </p><p>Attend forums on behalf of Killik & Co to ensure up to date knowledge </p><p><u>Business Development </u> </p><p>Provide internal training or coaching on Business Development </p><p>Champion Killik Wealth Planning both internally within the wider business and externally to other third parties </p><p>Develop a network of professional advisers to refer business between and obtain reciprocal work </p><p><u>Compliance/Supervision </u> </p><p>Continually review up to date legislation and provide team with updates, as appropriate </p><p>Provide coaching to other advisers on complaints or compliance/certification issues </p><p>Participation in internal compliance or professional third-party technical forum(s) </p><p>Assist Management with undertaking of Certification reviews </p><p><strong>Key Competencies </strong> </p><p><em>Getting Things Done; </em>Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure. </p><p><em>Communication & Sharing Knowledge; </em>Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology. </p><p><em>Customer Service; </em>Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service. </p><p><em>Effectiveness & Adaptability; </em>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. </p><p><em>Team Working; </em>Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others. </p><p><strong>Candidate Profile </strong> </p><p>Will be a CII Chartered Financial Planner </p><p>Will have a minimum 3years of industry experience in providing advice </p><p>Proven expernence of Business Development </p><p><strong>Contractual Hours </strong> </p><p>9.00am to 5.30pm, Monday to Friday </p>Job Profile Job Profile document<br></p> #J-18808-Ljbffr

Back to blog
Ads

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...