Investment Manager Investment Manager …

Tilney Smith and Williamson
in London, United Kingdom
Permanent, Full time
Last application, 14 Oct 21
Negotiable
Tilney Smith and Williamson
in London, United Kingdom
Permanent, Full time
Last application, 14 Oct 21
Negotiable
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.

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.

Job Purpose:

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.

Regulatory Responsibilities: ·

  • Strict adherence to internal compliance procedures and T&C requirements
  • Adherence to principle of 'best advice'
  • Adherence to p rinciple of 'know your client '
  • Reporting of any suspicious transactions to the MLRO
  • Undertaking training and competence as required by the business

Skills, Experience and Attributes:

  • One+ years' experience in wealth management or a related sector
  • Understanding of financial markets and pooled investments such as collective investment funds, certified and previously signed off to give advice or able to do so quickly
  • Attained Investment Advice Diploma or Level 4 equivalent
  • A proven strong ethic of client / customer service
  • Ability to work at pace and deliver against established personal and team targets
  • Propensity to work well within teams, collaborating with colleagues to ensure the best outcome for internal and external clients
  • Commitment to continual personal improvement
  • Relationship management e xperience for private client, trust and pension portfolios
  • Demonstrable track record of successful business development lead ing to high production figures
  • Demonstrable experience managing or advising on client investment portfolios

As a 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.

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:

  • 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.

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.

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