Description

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.

We are seeking a talented individual to join our Client Delivery Department, Maidstone team, which is responsible for providing advice of the highest quality, delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets to clients (both internal and external),.

Job Purpose:

Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.  Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. 

Key Responsibilities:

  • Develop and maintain effective relationships with clients and colleagues.
  • Prepare suitability reports across a wide range of financial products.
  • Ensure all relevant compliance paperwork has been carried out.
  • Carry out technical research as part of the existing arrangement review process.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
  • Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
  • Obtain data on in-house and third party products in order to provide technical valuations as required.
  • Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.
  • Deal with client and insurer queries to completion as appropriate.
  • Ensure that client queries are appropriately investigated and accurate responses given.
  • Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.
  • Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log.

Skills and Qualifications:

  • Minimum Diploma in Financial Planning (DipPFS) or equivalent Level 4 industry qualification.
  • Minimum 2 years’ experience in a similar Paraplanning role with a desire to further development and to undertake relevant examinations.
  • Client focused with a good telephone manner.
  • Proficient IT skills in core Microsoft Office systems.
  • Organisation and prioritisation skills to meet deadlines.
  • Ability to work independently and
  • Excellent inter-personal skills, both written and verbal.

 

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.