Location: Hampstead
Salary: Competitive salary plus a generous benefits package
Application Deadline: Tuesday, May 19, 2026
Job Summary
We are looking for a Trainee Planner to join Killik & Co in our Hampstead branch, to provide technical administrative support to the Wealth Planners while developing the relevant skills, knowledge and competencies required of a future Wealth Planner.
The successful postholder will be able to enrol on our internal Adviser Training programme, once they meet the required standards, and work towards becoming a qualified Wealth Planner.
Key Accountabilities
- To provide administrative support to the team of Wealth and Financial Planners.
- To support the Planners in their client work.
- To build up technical knowledge related to financial planning, relevant products, client administration and reporting, our services and procedures.
- To learn how to use the Firm’s internal systems.
- To learn about the business and internal departments.
- Build technical knowledge.
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; and
- Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
- At least A-level qualified (or equivalent) is essential
- Level 4 CII papers are advantageous
- Will have a demonstrable interest in financial planning
- Will have at least 12 months experience in a similar financial services environment
- Will have prior experience in relationship management or providing excellent customer service
- Will have an understanding of the fundamentals of regulated financial advice e.g. suitability documentation, compliance expectations
- An entrepreneurial mindset
- A proven self-starter with an interest in pursuing a career in Wealth Planning
Contractual Hours
9.00am to 5.30pm, Monday to Friday
Hybrid Working
Onsite 5 days – Five days in the office gives the richest learning environment, constant exposure to client discussions, technical conversations, and the expertise around you.
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