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Employer profile

About Tilney Smith & Williamson

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group.

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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.

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.

Application and Assessment Process - Professional Services

Our recruitment season opens in early September. Once we’ve received enough applications or our vacancies are filled, we close them to new applications. We strongly recommend you apply as early as possible to give yourself the best chance of success.

Online application & testing 

The first stage of our recruitment process is an online application for your personal details and background, this should take no longer than 20 minutes to complete. Please make sure the information you provide in this section is accurate as this will form part of our screening process, should you receive a job offer from us.

Once this has been completed you will be forwarded directly to our online numerical and verbal reasoning tests (please see the recruiter tips section of the website to read our advice on how to prepare and be successful in these tests).

If you are successful in these tests, your application will be reviewed by a member of our recruitment team. We’ll aim to get back to you with a result via email as soon as we can. Please note, we receive a high volume of applications between September and December so bear with us during this time.

Video interview (graduates, 12-month placements and 6-week summer interns only)
If you pass the online tests and your application is successfully screened, you will be invited to take part in a video interview. We will send you an email with a link to take part in a video interview, here you will find instructions on what to expect during the interview and have the chance to practice a few questions.

The interview itself will take up to 30 minutes so please ensure you have the available time and are somewhere quiet without any interruptions – for more advice please see the recruiter tips section of the website. The video interview will contain both motivational and competency-based questions.

Once you have completed your video interview, your responses will be reviewed by a member of our early careers recruitment team. You can expect to hear back from us within 15 working days, please note this may take slightly longer during our busy recruitment season (September to December).

You will receive the result of your video interview via email, please note we are unable to provide feedback at this stage of the process due to high volumes of applications.

Assessment centre

The final stage of our recruitment process will be an assessment centre including an individual interview. These previously took place in our offices but due to the pandemic we have amended to take place virtually across two days to minimise screen fatigue. If you are successful in your video interview, we will email you to make arrangements.

Application and Assessment Process – Investment Management

Online application and testing

The first stage of our recruitment process is to complete an online application form detailing your personal, education and employment details. Please make sure the information you provide in this section is accurate as this will form part of our screening process, should you receive a job offer from us.

You will then be required to complete a selection of motivational and competency- based questions.

Once you’ve completed our application form you’ll be invited to take part in online numerical and verbal reasoning tests (please see the recruiter tips section of the website to read our advice on how to prepare and be successful in these tests).

On successful completion of your tests your application will be reviewed by a member of our early careers recruitment team. We aim to get back to you with a result, via email, as soon as possible. We receive a high volume of applications between September and December, so please bear with us during this time.

Telephone interview

If you pass the online tests and your application is successfully screened, you will be invited to take part in a video interview. We will send you an email with a link to take part in a video interview, here you will find instructions on what to expect during the interview and have the chance to practice a few questions.

The interview itself will take up to 40 minutes so please ensure you have the available time and are somewhere quiet without any interruptions – for more advice please see the recruiter tips section of the website. The video interview will contain both motivational and competency-based questions.

Once you have completed your video interview, your responses will be reviewed by a member of our early careers recruitment team. You can expect to hear back from us within 15 working days, please note this may take slightly longer during our busy recruitment season (September to December).

You will receive the result of your video interview via email, please note we are unable to provide feedback at this stage of the process due to high volumes of applications.

Assessment centre

The next stage of our recruitment process will be an assessment centre. These previously took place in our offices but due to the pandemic we have amended to take place virtually. If you are successful in your video interview, we will email you to make arrangements.

Final stage interview

The final stage of the recruitment process is a presentation and final round interview with two partners from the investment management team. You will be provided with the presentation question on the day. This will take place virtually.

Culture and Values

Our culture and values are at the heart of everything we do. We value a personal approach to our work, driven by trusted and talented people. We also have a strong sense of corporate responsibility, aiming to manage the impact of our business on people, suppliers, communities and the environment.

We put our clients first and focus on delivering the right solutions. We are driven by our clients’ success, developing long-term relationships and achieving high levels of client satisfaction. We have proudly served our clients for over a century, taking the time to understand their individual circumstances and delivering tailored solutions.

We have high-quality people who deliver excellent service. Our success is based on the quality and commitment of our employees and partners. Their continued development and our ability to attract and retain the best people is at the forefront of the people programmes we have in place and are enhancing. We strive to create a rewarding and fulfilling work environment, providing career development and training opportunities while promoting an appropriate work/life balance.

We are trustworthy and act with integrity. Our approach to working with our clients means our people spend more time developing strong relationships, built on trust and understanding. We value our excellent reputation, and are committed to maintaining the highest level of ethical standards in the conduct of our business affairs.

Equality and Diversity

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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Facts and figures
  • Number of employees: 1001 to 5000
Industry sectors
  • Banking, Insurance & Financial Services