Financial Planning Administrator

12 hours ago

Bracknell, United Kingdom eFinancial Careers Full time

Tilney Smith & Williamson is the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largestprofessional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:
Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

**What will you be doing?**

We're seeking a talented individual to join our team in Bracknell. The role will provide full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering toregulatory standards.

**As an Administrator, some of your responsibilities will be to**:

- Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms, be point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently; preparation for clientmeetings and attend as and when 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.
- 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.

**To be successful in this role, you should have**:

- 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.

**As a colleague here at Tilney, Smith & Williamson, you will have access to benefits that include**:

- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individualsand feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

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