Senior Associate (Client Delivery / Financial Planning)
- Recruiter
- Tilney Smith & Williamson
- Location
- Scotland, Aberdeen
- Salary
- Negotiable
- Posted
- 30 Dec 2021
- Closes
- 24 Feb 2022
- Ref
- 29009
- Contact
- Divya Vashishtha
- Job Title
- Financial Planning and Analysis
- Category
- Banking and Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
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 Financial Planning/Client Delivery team based in Aberdeen.
Job Purpose
The Senior Associate (Client Delivery/Financial Planning) will provide 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 the TSW 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. 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. Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
- 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.
- Cover Front of House responsibilities as and when required.
Key Skills and Experience
- Ability to demonstrate some operational experience within the financial services industry.
- A proven strong ethic of client service.
- Proficient IT skills in core Microsoft Office systems.
- Professional telephone manner along with excellent written communication skills; to have an eye for detail.
- Excellent analytical skills for investigating and researching problems.
- Preferred not mandatory: a broad knowledge of FCA regulations and its application within Financial Planning.
Professional Qualifications and Education
- Excellent standard of education; preferred not mandatory: Certificate in Financial Administration (CF1)/equivalent
- A desire to further development through additional qualifications
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 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.