Description

We’re recruiting for a new Associate Financial planner to join our London team!

What we give you;

  • A chance to make a real difference in a team where opinions are valued, ideas encouraged and support provided.
  • A blank canvas (within reason!) to deliver exceptional client service. If you describe yourself as someone looking to be professionally challenged then working in this team with this manager will give you this with the added bonus of truly feeling part of something.
  • A chance to put your personal spin on working with clients, we want you to have personal ownership in the success of this team. Clients are at the heart of what we do, so whether existing or budding clients, we will rely on you to provide bespoke and highly personalised advice. Ensuring this personal approach is something innate to you, whilst ensuring any solution is within regulation and compliance policies, obviously………
  • An opportunity and the tools to work hard (without a doubt) but within a successful team to support growth that you will be rewarded on as a team as well as your own personal performance.
  • A chance for further studies. Tilney commits to supporting both financially and personally towards ensuring we have the best qualified Financial Planners.
  • Excitement – we want to support you develop and nurture your business from scratch and support you as take on a client book. You will work alongside a Partner with an array of HNWI clients so you immediately have interesting challenges to work on and complex financial affairs to support! 
  • Specialise - given the range of specialist areas we have, you will have the opportunity to move into a specialised role if this is of interest. 

What we need from you:

  • Diploma (Dip PFS) or equivalent, preferably Chartered status
  • Demonstrated ability to build and maintain long term client relationships on a fee basis
  • Proven track record through successful past performance in advisory roles
  • Ability to work under pressure and to meet deadlines
  • Ability to understand and communicate advice practices and processes clearly and effectively
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions