Overview
Trainee Planner – Mayfair Jobs in Greater London, UK at Killik & Co
Location: Greater London
Location London – various locations. Salary:
Competitive salary plus a generous benefits package. Final date to receive applications:
Thursday, May 28, 2026.
Job Summary:
We are looking for a cohort of Trainee Planners to join Killik & Co in our Mayfair office, 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 Trainingprogramme, 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. - 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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Title: Trainee Planner – Mayfair
Company: Killik & Co
Location: Greater London, UK
Category:
