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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.

Tilney Smith & Williamson

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group and was created by the merger of Tilney and Smith & Williamson on 1 September 2020. The Group currently operates through three principal brands: Tilney, Smith & Williamson and online investment service Bestinvest. It has a network of offices in 24 towns and cities across the UK, as well as the Republic of Ireland and the Channel Islands and supports clients with the management of circa £52 billion of assets. Through its operating companies the Group offers an extensive range of financial services and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

Job Purpose:

The Specialist Desk Client Delivery Associate provides full support to one or more Financial Planners who deliver focused protection advice. They will ensure client satisfaction through direct contact with all parties: clients, other operational colleagues and insurers, 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 strategy and business objectives, as required.
  • Process all business in accordance with required processes & proactive pipeline management.
  • Prepare and issue advice reports, 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.
  • Request policy information from third party policy providers.
  • Coordinate and produce client communications as part of the advice delivery and implementation 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.

Skills and Qualifications:

 

  • 2-5 years of operational experience within the financial services industry, with at least 1 year experience in protection administration.
  • 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.

 

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.