Trainee Paraplanner

Location
London
Salary
Competitive
Posted
22 Oct 2021
Closes
26 Oct 2021
Ref
NNN18
Contact
Neelam Nasir
Contract type
Permanent
Hours
Full time
Experience level
Newly qualified

Role: Trainee Paraplanner

Department: Financial Services

Locations: London

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 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.

What will you be doing?

Prepare written advice and provide technical research services 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.

As a Trainee Paraplanner your responsibilities will include:

  • Develop and maintain effective relationships with clients and colleagues.
  • Prepare suitability reports appropriate to level of experience and under relevant supervision.
  • 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.
  • Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.
  • Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log

To be successful in this role, you should meet the following requirements:

  • Proven experience in a Financial Services environment.

  • Excellent standard of education with a desire to further development and to undertake relevant examinations.

  • Proficient IT skills in core Microsoft Office systems.

  • Organisation and prioritisation skills.

  • A high level of written and verbal communication skills and the ability to communicate well at all levels in a clear, appropriate and timely fashion.

  • Has the ability to evaluate information, review options, make appropriate decisions and understand consequences.

  • Very strong attention to detail and accuracy.

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

  • Competitive salary
  • life assurance
  • Pension contribution
  • Interest free season ticket loan
  • Cycle to work scheme.

For more information click the "apply" button to be redirected to the Tilney, Smith & Williamson careers page and submit your application.

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.

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.

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