Role: Financial Planner
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 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.
What will you be doing?
On a daily basis, you will build and develop 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.
We work hard and expect the highest standards of service and professionalism. In return, we offer a competitive salary with benefits and a generous bonus scheme based upon individual and team performance.
We are committed to personal and career development and have a clear progression framework to support your individual career path and ambitions. We also provide personal and financial support with your professional study and qualifications.
This exciting opportunity is for advisers who enjoy developing their own business. We are also looking to attract advisers with existing client books.
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
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.