Tilney Group

  • Bournemouth
About us

Tilney is an award-winning financial planning and investment company that builds on heritage of more than 180 years. Our clients include private investors, charities and professional intermediaries who trust us with more than £21 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments. Whichever service a client chooses, we believe their personal wealth is our personal responsibility.

Headquartered in Mayfair, London, Tilney Group employs over 1,000 staff across our network of 30 offices, and we have nationwide Financial Planning and Investment Management teams.

The opportunity

At Tilney, we pride ourselves on offering the very highest levels of professional client service across our entire range of solutions. We are entering a new and exciting organic growth phase and expanding our dedicated Financial Planning team, seeking high calibre financial planners.

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

At Tilney Group, we value diversity and are committed to equal employment opportunity.