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, Chelmsford 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:


The Client Delivery Associate provides full support to one or more Financial Planners, ensuring 
client satisfaction through direct contact with clients, and other operational colleagues, 
while adhering to regulatory standards. 


Key Responsibilities:

  • Proactively develop and maintain effective relationships with clients, colleagues and 3rd
    party firms
  • Point of contact for all client servicing and new business queries; to research and resolve 
    client issues timely and efficiently.
  • Preparation for client meetings and attend as and when required.
  • Provide the business support necessary in meeting Tilney Bestinvest/Towry strategy and 
    business objectives, as required.
  • Process all business in accordance with required processes & proactive pipeline 
    management.
  • Prepare and print illustrations, key features and applications as required.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with 
    company policy and procedures.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with 
    company policy and procedures.
  • Request policy information from third party policy providers.
  • Coordinate and produce client valuations as part of the advice delivery process. 
  • Maintain client records in accordance with internal Compliance requirements.
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a 
    manner that will meet the agreed performance standards and deliver outstanding 
    service to clients.
  • Maintain an awareness of, and act in accordance with, all Compliance and legislative 
    obligations. 
  • Cover Front of House responsibilities as and when required.

Skills and Qualifications:

  • 2-5 years of operational experience within the financial services industry.
  • A proven strong ethic of client service 
  • Excellent standard of education ideally with Certificate in Financial Administration 
    (CF1)/equivalent with a desire to further development through additional qualifications.
  • Proficient IT skills in core Microsoft Office systems. 
  • Organisation and prioritisation skills being able to work independently and within a team.
  • Professional telephone manner along with excellent written communication skills; to have 
    an eye for detail.
  • Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in 
    order to propose solutions to problems.

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.