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.
Within the team we look after a book of clients within our Managed Portfolio Service and require a driven individual to take responsibility for the day to day relationship management of this group . This includes ensuring the suitability of their portfolios and working , often in partnership with internal financial planners , to deliver an excellent client service. Business development is a key requirement with the successful candidate capable of spotting opportunities to increase assets under management whilst ensuring the right solutions are found for the client.
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Skills, Experience and Attributes:
As a colleague here at Tilney, Smith & Williamson you will have access to benefits that include:
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.
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:
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.