Tilney Smith & 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 Tilney Smith & Williamson is the UK's leading integrated wealth management and professional services group, looking after the financial affairs of individuals, families, and businesses for more than a century. We offer a wide range of end-to-end services to meet client needs throughout their life, and at every stage of their business lifecycle. Our trainee schemes are structured training programmes combining practical experience with technical studies, as well as providing numerous opportunities to increase your skill set with internal courses ranging from personal impact and negotiation skills to time management and delivering presentations. What will you be doing? Many businesses need to reassure investors and other stakeholders on their financial performance, even where a full audit isn't necessary, appropriate, or required by law. The team you'll be joining provides wide-reaching financial advisory services to international clients across a number of industries and a diverse client base, ranging from small businesses and family enterprise start-ups to non-profit organisations. As part of our Assurance & Business Services team you could be working directly with managing and financial directors in different working environments at their own offices, checking that numbers stack up with fact. This means providing advice and solutions that really make a difference. You will also have exposure to working with partners gaining invaluable experience and building your confidence with senior members of staff. Many of our audits last just one or two weeks, which means you'll quickly gain exposure to a variety of businesses. You'll also build valuable client experience, developing the knowledge and skills needed to be an effective auditor and trusted business adviser. Alongside your work, you'll receive first-class professional training as you study for the Associate Chartered Accountant (ACA) qualification, which will enable you to gain a full understanding of the technical aspects of audit and accountancy and additional financial advisory services. As our Trainee your responsibilities will include: Working as part of a team to undertake a variety of audit and accountancy tasks Developing an understanding of our clients and their businesses Keeping seniors and managers fully informed of any issues and problems Becoming familiar with our audit and accounting software Resolving queries whether of an audit or accountancy nature Prioritising tasks whilst monitoring time against budget To be successful in this role, you should meet the following requirements: Committed and motivated to studying towards the Associate Chartered Accountant (ACA) qualification on a level 7 Apprenticeship Must have or be on course for at least a 2:2 honours degree in any discipline 112 UCAS points (or equivalent) in your top three A-levels (excluding General Studies) GCSE English Language and Maths (or equivalent) at a minimum of grade 5 What training and development will you receive? Progression within this team is fast, with responsibility from an early stage. By the second year you'll be taking on a more senior role with smaller clients and helping to supervise the new intake of trainees and as your experience grows, you may have opportunities to experience other assignments such as control reviews and due diligence projects.You will also receive internal training from our dedicated learning and development team. Additionally, you will achieve the Level 7 Apprenticeship qualification, developing essential skills sought out in the professional services sector. Here's what our trainees have to say about our Audit trainee programme... "The audit manager will always need to review my work, which could lead to discussions with the manager or other members of the audit team which helps to create a constructive atmosphere for self-development. The audit partner will also need to review my work after the manager which could lead to discussions with the partner too." "The wider range of clients and accounting experience really does improve your overall knowledge and understanding of the profession to help you become a well-rounded accountant by the time you qualify." "Being able to work at a client's office enables you to experience different business cultures, and operational approaches. Learning these whilst on the job can really help you understand where you would like to place yourself in the future." 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.

f 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: We are looking for a DevOps engineer to drive a step-change improvement in the quality, reliability and performance of our software products. As an ambitious wealth management organisation undergoing digital transformation, we are looking for a seasoned engineer to champion and embed the latest development practices and foster operational excellence in our application development. With support from our senior leadership team, we are committed to modernising our ways of working and looking for someone who bring the latest thinking to life amongst new and established technical teams. Key Responsibilities: In your role, you'll use your experience in software development and operations to: Promote the latest engineering thinking, especially in the areas of test automation, observability, continuous delivery, chaos engineering and DevOps Foster operational excellence and transparency by supporting teams in the adoption and monitoring of service level indicators and objectives (SLI/SLOs) Drive a significant increase in automation and reduction in manual toil in the engineering process Implement modern operational practices, implementing on-call, incident response and post-mortem processes that make the best use of empowered engineering teams Embed and nurture a culture of continuous improvement in all our engineering You'll be able to demonstrate having done many of the following things in your previous work: Developed and operated modern customer-facing web and/or mobile applications in the cloud Implemented continuous delivery practices e.g. building and improving CI/CD pipelines and automated testing infrastructure Introduced tools to increase the observability, monitoring or performance of existing systems Been involved in on-call support for production systems, as well as post-mortems, root cause analysis and troubleshooting activity Persuaded other engineers to introduce new practices, acting as a positive force for change Skills and Qualifications: Experience with Infrastructure as Code (preferably Terraform) Strong working knowledge of the Azure ecosystem (Azure storage account, APIM, Azure functions, VNet, CDN, monitor etc) Experience building CI/CD pipelines as code (Preferably GitHub Actions, TeamCity and Octopus Deploy) Strong focus on testability of all code deployed Knowledge of Azure serverless offerings Nice to have : experience in JavaScript/TypeScript is desireable About 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. Value statement 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. Diversity statement 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.

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, looking after the financial affairs of individuals, families, and businesses for more than a century. We offer a wide range of end-to-end services to meet our clients' needs throughout their life, and at every stage of their business lifecycle. Our trainee schemes are structured training programmes combining practical experience with technical studies, as well as providing numerous opportunities to increase your skill set with internal courses ranging from personal impact and negotiation skills to time management and delivering presentations. What will you be doing? It takes a very impressive skillset and knowledge-base to earn the trust of a private investor. Our aim as an investment service is to understand the needs of our clients and create tailored solutions that enable them to both preserve and grow their wealth. We don't limit ourselves to one in-house investment style, which means there's no limit to the insights you can provide. Our Investment Management teams work with private individuals, charities and institutions to help achieve their financial aspirations. We do this by understanding their requirements, attitude to risk and time-horizons to create and manage the most suitable investment portfolios. As an Investment Management trainee, you'll be learning a well-respected profession at a firm with an unparalleled reputation. We'll teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks and funds as you evaluate risk while constructing high-performing portfolios that exceed your clients' expectations. As our Trainee your responsibilities will include: Assisting partners with regular portfolio reviews Undertaking basic analysis of companies Attending investment meetings, annual compliance briefing and internal/external seminars Drafting client correspondence, e.g. valuation letters and responses to client queries Setting up client trades Liaising with Investment Settlement Operations and treasure departments on administrative matters, e.g. stock transfers, corporate actions To be successful in this role, you should meet the following requirements: Committed and motivated to study for the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications. Must have or be on course for at least a 2:1 honours degree in any discipline 112 UCAS points (or equivalent) in your top three A-levels (excluding General Studies) GCSE English Language and Maths (or equivalent) at a minimum of grade 5 What training and development will you receive in your first few years? We believe that hands-on experience is key to creating well-rounded trusted business advisers. As part of our Investment Management team, you'll gain invaluable experience spending time in the investment settlement operations, middle office, compliance, treasury and fund administration departments as well as studying for the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications. 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.

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, looking after the financial affairs of individuals, families, and businesses for more than a century. We offer a wide range of end-to-end services to meet client needs throughout their life, and at every stage of their business lifecycle. Our trainee schemes are structured training programmes combining practical experience with technical studies, as well as providing numerous opportunities to increase your skill set with internal courses ranging from personal impact and negotiation skills to time management and delivering presentations. What will you be doing? Our Private Client Tax Services team helps individuals from all walks of life with their tax issues. With over 6,000 private tax clients and 1,500 trusts, our team's client base is incredibly diverse, including high-net-worth families and individuals, as well as entrepreneurs, business owners and family businesses. You'll be joining a team that supports clients to meet their tax compliance obligations and liaises with HMRC on their behalf. This can include preparing their tax returns, repayment claims, computations, accounts and dealing with any correspondence from HMRC. As part of our Private Client Tax Team you will combine hands on practical experience which could be advising on tax efficient strategies or helping clients with financial planning whilst studying. As our Trainee your responsibilities will include: liaising with clients and third parties to obtain necessary information preparation of basic tax returns or repayment claim forms advising clients of their forthcoming tax liabilities and tax matters affecting them assisting in the preparation of tax advice for clients including technical tax research, strategic planning and drafting of reports for clients dealing with correspondence from clients, HMRC and other third parties. This can be via letter, email or telephone. To be successful in this role, you should meet the following requirements: Committed and motivated to studying towards the ATT/CTA qualification on a Level 7 apprenticeship Must have or be on course for at least a 2:2 honours degree in any discipline 112 UCAS points (or equivalent) in your top three A-levels (excluding General Studies) GCSE English Language and Maths (or equivalent) at a minimum of grade 5 What training and development will I receive in my first few years? Progression within this team is fast, with responsibility from an early stage. By the second year you'll be taking on a more senior role with smaller clients and helping to supervise the new intake of trainees and as your experience grows, you may have opportunities to experience other assignments such as control reviews and due diligence projects. During your training contract you will study towards the joint Association of Taxation Technicians (ATT) and Chartered Tax Adviser (CTA) qualifications. Additionally, you will achieve the Level 7 Apprenticeship qualification, developing essential skills sought out in the professional services sector. Here's what our trainees have to say about our Private Client Tax trainee programme... " Days are rarely the same within Private Client Tax, but most days include reviewing a tax return and accompanying letter, calls with a partner to discuss details of clients and a team call to discuss any tax developments or changes to internal procedures." "We are uniquely positioned to provide holistic advice to our clients with financial planners, business advisers and investment managers all in-house. Working with these teams has also helped me build up my skillset and broaden my awareness of different factors affecting our clients.""Tax combines problem-solving, technical skills and strategic thinking with developing strong and rewarding relationships, both with your clients and colleagues. With frequent updates to tax practice through legislation, case law and updated HMRC guidance, there is always something interesting going on." 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.

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. The Tilney Smith & Williamson's personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services. We are seeking a talented individual to join our Settlement Operations team, where the purpose for this role is to work in the migration project team that is responsible for re-registering £4bn of client assets, including Crest securities, unit trusts and foreign securities, from one custodian to another. To process and check transfers end to end between custodians, working to deadlines while remaining compliant with regulatory requirements particularly CASS. Four-eyes checks of transfers during and at the end of the transfer process to ensure all positions are processed correctly; and investigate & resolve reconciliation breaks where transfers have failed to settle. Key Responsibilities: Tasks and activities Ensure all transfers are processed in a timely manner and escalated when delays appear to be occurring Training of operations assistants and providing cover to other areas to ensure BAU and projects are processed in a timely basis Compile daily/weekly MI for the re-registation Undertake four-eyes checking controls Allocate team workload Investigate and resolve reconciliation breaks where transfers have failed to settle Operations Administration Ensure that all tasks are completed to a high standard and that any anomalies are reported to your line manager within agreed timescales Ensure that personal and team KPI's / KRI's / MIR are met Provide technical advice to assist in resolving issues or queries which arise within the team Prepare weekly management information statistics relevant to team duties Client Servicing Respond to telephone enquiries in a timely and professional manner Log, maintain and respond to written client enquiries in a timely manner Contribute to the review of team tasks, identifying improvements with a view to enhancing client service Team Support Support and provide cover for other members of the team and wider department Assist with training new recruits to the team, acting as a positive role model Contribute to documenting team procedures, periodically reviewing and updating them Attend and contribute to internal team meetings and raise relevant issues with your line manager. Regulatory & Risk Management Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner Demonstrate a thorough understanding of the firm's regulatory framework and how this applies to your role. Demonstrate an understanding of the risks to clients within their operation and how these will be mitigated Demonstrate an understanding and application of the Group's Conduct Risk Framework Knowledge Management, Administration and Record Keeping Manage records and data appropriately in line with Group policy Operate in accordance with division's policies and procedures manuals Ensure comprehensive client records are kept and that these are accurate and up to date at all times Skills and Qaulifications: Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate Settlement operations experience gained within a financial institution Experience of transfers in different types of securities including Crest, unit trusts and foreign Demonstrable knowledge of investment management, including relevant terminology Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role Experience of delegating and reviewing work advantageous but not essential Working knowledge of Microsoft Office packages: Minimum basic level Word and Excel Demonstrate ability to understand and summarise complex information in a professional and concise manner Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences. About 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. Value statement 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. Diversity statement 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.