Description

If you’re looking to join an organisation that will give you the right opportunities and experience to develop your career, join Tilney Smith and Williamson.

 

At Tilney Smith and williamson we pride ourselves on offering the very highest levels of professional client service across our entire range of solutions. We are entering a new and exciting organic growth phase and expanding our dedicated Financial Planning team, seeking high calibre financial planners.

We are seeking a talented individual to join our Financial services team at Leeds, which is responsible for building and developing trusted relationships with current and potential clients, providing personal and bespoke financial planning and wealth management advice. You will be passionate about the service you provide, demonstrating personal care and attention to deliver solutions in line with regulation and compliance policies.

 

Essential Skills, Experience and Qualifications

  • 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

 

BENEFITS:

As our colleague here at Tilney, Smith & Williamson you will have access to benefits that include:

  • Competitive salary
  • life assurance
  • Pension contribution
  • Interest free season ticket loan
  • Cycle to work scheme.

 

About Tilney Smith and Williamson

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Tilney, Smith & Williamson, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Value statement

Tilney Smith & Williamson’s chosen purpose to “place the power of good advice into more hands” succinctly encapsulates the group’s central mission of supporting both individuals and businesses to achieve their goals.

In delivering its purpose, Tilney Smith & Williamson have set out three core values that it is committed to embedding in the culture of the business:

  • Personal — we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
  • Partnership — we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
  • Performance — we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Diversity statement

The Tilney Smith & Williamson Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Tilney Smith & Williamson we are committed to equal opportunities in all aspects of our work.