Trainee Planner - Hampstead

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 ...