Finanical Planner

Nelson Scott Recruitment
London (Greater)
06 Oct 2017
07 Nov 2017
Contract Type
Full Time
Qualifications/experience required

To provide financial planning advice to new and existing clients with less complex financial planning needs and to take an active role in business development activities for the firm.

Reporting line

- 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;
- Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice;
- Work with investment managers to identify 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;
- Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements.



- Getting Things Done
- Communication and Sharing Knowledge
- Customer Service
- Effectiveness and Adaptability
- Team Working


- Ability to empathise with the client and build rapport
- Interest in building client relationship to deliver assets to the firm
- Great interpersonal skills and good communicator
- Full commitment to deliver excellent client service
- Ability to build and utilise a network of contacts for the benefit of the business
- Good financial planning knowledge and ability to deliver advice in an understandable manner to clients