Tilney Smith & Williamson is the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:
Personal - we treat you as an individual
Partnership - we go further together
Performance - we strive for more

What will you be doing?

Tilney Smith and Willamson group is looking for a Business Development Manager for the Midlands to assist in the promotion and sale of Investment Management, Financial Planning and Group Professional Services.

Job Purpose:

Promotion and sale of Investment Management Service
Promotion and sale of Financial Planning Services
Promotion and sale of Group Professional Services

Tilney Smith and Willamson group is looking for a Business Development Manager for the Midlands region to provide compliance advisory, training and monitoring services to support the Financial Services division of the group.

Key Responsibilities:

To develop a comprehensive understanding of TS&W's:

Investment Management Services
Financial Planning Services
Group's Professional Services

To introduce direct clients to the services available at the firm
To maintain and build relationships with professional intermediaries
To represent TS&W in the Midlands
To represent and promote the benefits of Tilney's services and products
To be an integral part of the sales team, and in addition to working closely with the Financial Planning and Investment Management Teams
Conduct face to face meetings at the TS&W offices and by travelling within the UK
Utilise telephone sales skills to establish introductory meetings
Achieve pre-agreed targets
To provide regular feedback to management

Skills and Qualifications:

A proven track record in communicating with a professional-client base from a private wealth, asset management or financial advisory background
Demonstrate immediate gravitas, impact and credibility. A confident and strong communicator
A strong track record of networking, building and maintaining long term client relationships at all levels
Demonstrate an understanding of the changing needs of intermediaries, in particular, new challenges faced by financial advisers with respect to the Retail Distribution Review
A minimum of 2 years prior experience face to face
Highly numerate
Sound judgement, adaptability and the ability to influence to achieve success
Commercial flair and an enthusiastic and progressive approach to the finance sector
IMC or other industry equivalent education background preferred
It is desirable for the individual to attain FCA level 4 compliance in relation to the Retail Distribution Review,the jobholder must be willing to either work towards completion or currently hold relevant qualifications for advising and dealing in securities, derivatives and packaged products