Onboarding Analyst

Job Description

Tilney Smith & Williamson

For over a century, Tilney Smith & Williamson has provided tailored financial and professional services to private clients and their business interests. Today, the firm is one of the largest independently owned investment managers in the UK in addition to being the country's eighth largest accounting firm. Its 1,700 staff serve clients including individuals, families, entrepreneurs, charities, trustees, professional advisers and businesses from 13 offices in the UK, Ireland and Jersey.

Job Purpose:

Provide a first class onboarding service for clients transferring to TSW from retiring IFA/firms by way of processing client data, fees and third party agency transfers both accurately and in line with agreed timescales.

Ensure we engage with internal and external clients and providers in a professional, compliant and efficient manner.

Key Responsibilities:

Ensure all Operational deliverables are actioned in accordance with agreed timescales, quality standards, regulatory and company requirements.

  • Produce client mailings and track responses to progress client transfers quickly and efficiently.
  • Accurate input of personal client data to include plan information utilising the TSW database; IRESS XPlan.
  • Creation of data feeds via IRESS Xplan to ensure plan values are updated automatically where possible.
  • Liaise with third party product providers to expedite policy transfers of agency and track responses.
  • Ensure appropriate service agreement and remuneration details are recorded accurately on IRESS XPlan.
  • Maintain Excel worksheets to ensure the tracking of client responses and agency transfers is up to date at all times.
  • Provide an excellent support service to colleagues involved with the client transfers either from the transferring team or receiving branch.
  • Maintain core systems ensuring all tasks are completed in line with company policy and procedures.
  • Support the finance team to aid the transfer of client remuneration from the prior firm to TSW.
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet agreed performance standards.
  • Complete project related activities or general tasks as instructed by the Head of Operations, Leeds and follow through to completion dealing with any queries that arise from these activities.
  • Develop and maintain effective relationships with clients, colleagues and third parties.
  • Be aware and act upon any compliance, risk and quality issues.
  • You may be asked to undertake other duties to support the workload across the teams within Leeds Operations. Training will be provided as appropriate.
Skills and Qualifications:
  • FS product knowledge or operational experience within the financial services industry; useful but not essential.
  • Excellent standard of education to included Maths and English.
  • Proficient IT skills in core Microsoft Office systems; Mail Merge expertise and/or intermediate Excel skills essential.
  • Organisation and prioritisation skills; being able to work independently and within a team
  • Excellent verbal and written communication skills with an eye for detail.
  • Professional telephone manner.

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.

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Job Overview



Date Posted:

Posted 1 week ago

Expiration Date:






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