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.

Tilney Smith & Williamson

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group and was created by the merger of Tilney and Smith & Williamson on 1 September 2020. The Group currently operates through three principal brands: Tilney, Smith & Williamson and online investment service Bestinvest. It has a network of offices in 24 towns and cities across the UK, as well as the Republic of Ireland and the Channel Islands and supports clients with the management of circa £52 billion of assets. Through its operating companies the Group offers an extensive range of financial services and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

Job Purpose:

To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan.  All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

Key Responsibilities:

  • To plan, implement and execute the annual Business Plan in line with the agreed individual targets
  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new client instructions and client referrals as a result of satisfied clients
  • To achieve the required number and quality of client and Centres of Influence (COI) meeting activity
  • To achieve and maintain professional competence as defined within the Company’s Professional Standards Framework
  • To achieve the requisite level of qualifications and maintain knowledge through Continuous Professional Development (CPD)
  • To strive for no complaints and where they are received ensure they are brought to a satisfactory resolution in a timely fashion
  • To manage existing client base and prospect resource on an ongoing basis
  • To ensure clients have the right asset allocation to achieve their financial objectives with the minimum level of risk
  • To ensure all client portfolios are reviewed at least annually in line with clients’ changing risk attitudes and strategic requirements
  • To build and maintain COIs to initiate and nurture close relationships with professional advisers
  • To work in partnership with Investment Management colleagues to develop client relationships
  • Act in all times in line with the Company’s values

Skills and Qualifications:

  • Diploma (Dip PFS) or equivalent, ideally Chartered status
  • Proven ability to deal with new and existing clients on a fee basis
  • Ability to work under pressure and to meet deadlines
  • Ability to understanding and communicate advice practices and processes clearly and effectively
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions

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.