Resource Solutions - Tilney Smith and Williamson

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. The Tilney Smith and Williamson's personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services. We are seeking a talented individual to join our London office team, where we provide the full range of our services: business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts. The purpose of this role is to provide full administrative support to a private client investment team based in the Moorgate office in London. As Private Client Administrator your responsibilities will include: Administration Collate and help prepare periodic valuation reports. Input external payments to be made to third parties Produce ad hoc reports and collate documentation for client meetings. Help prepare new business written pitches and Powerpoint presentations. Liaise with Investment Settlement Operations and Banking department on administrative matters eg stock transfers, corporate actions. Liaise with third par es, including financial planners, accountants and pension providers Deal with cash transfers and foreign exchange transactions for clients. Assist in se ng up new clients - collating personal details, stock history, bank details etc. Collate and dispatch general documentation in the management of client affairs. Assist in researching and resolving client queries. Compliance and Training Ensure familiarity and compliance with FCA requirements. Attend annual compliance briefings. Detailed training using the team's core operating system for managing client affairs (Avaloq) Attend internal/external meetings as appropriate. Team Support Answer telephone and answer general client enquiries in a timely fashion Arrange and prepare client meetings on behalf of the investment managers Assist in drafting general correspondence and performance reporting. Build relationships of trust & liaise with clients and their advisors. Maintain all client administration for the team, including all eFiles Coordinate the team's maintenance of KYC records. Assist with the onboarding of new clients To be successful in this role, you should meet the following requirements: Put the client first and focuses on delivering the right solutions Deliver excellent service Trustworthy Integrity Sound Judgement Personal Leadership & Teamwork Embracing Change Communication Organisation Attention to detail Educated to A Level standard or equivalent Degree education preferred but not essential CISI IOC qualification and/or willingness to take the CISI Investment Advice Diploma (IAD) exams would be advantageous. High levels of numeracy. Excellent communication skills - written and verbal. Analytical skills - for investigating and researching problems. A proven ability to prioritise tasks and resolve issues in a timely fashion IT - Proficient user of Microsoft Office applications (Excel, Word, PowerPoint, Outlook ) Specific training of the firm's core investment management operating system will be provided during the early stages of the role. Compliance - broad knowledge of FCA regulations and its application within retail investment management.

Opportunity Overview : Resource Solutions has an exciting opportunity for an experienced Digital Product Analyst to join HSBC. This perm role is an ideal opportunity for an individual to gain exposure in a fast paced and high-performance workplace. Role Objective: The Digital Analyst will help drive the development and optimisation of best in class digital products within HSBC Private Banking. This individual will need to be an outstanding communicator, analytical thinker, and detailed problem solver. We're looking for a candidate who will be able to support the Product team, its stakeholders and 3rd party partners throughout the product life cycle: from inception through to post-live optimisation. Key Responsibilities The role forms part of the team that owns the key client-facing digital channels (Browser & Mobile apps) for Private Banking clients ensuring that new digital products are seamlessly integrated and new features are delivered to meet and exceed client and business expectations Support digital product definition, elaborate requirements and establish measurement approaches for the target solution(s) Working with the product team and business to understand high level requirements, taking an active role in understanding core problem statements and business drivers Input into Business Case preparation, providing context and data to underpin assumptions Working with the Product Owner providing them with information to validate the initial feasibility of product ideas Drive and own the definition of requirements, working with the Product Owner and development teams (creative/UX/technology) to create user stories ready for development Provide sufficient detail within the high level requirements to facilitate initial estimation and sizing Develop and implement measurement and actionable metrics into requirements Provide the Product Owner with data and insight as needed to support their decision making processes Reflect the legal, cross border and regulatory requirements into digital product design as required Respond, react and monitor change and transition within the product life cycle Monitor and report on MI gathered from digital products Requirements/Qualifications Strong understanding of the digital product development process, ranging from requirements and idea inception through to development and execution Working collaboratively with domain experts to inform solutions Modelling processes Communicating business processes as applied to UX/creative or user requirement Working with 3rd party suppliers to provide data/insight or business behaviour Working with the Product Owner and project teams to define acceptance criteria Creating test/user scenarios Collation of sample business data to facilitate efficient testing Supporting the creation and/or verification of UAT or functional tests to ensure systems are fit for purpose and behaving as expected User Centred design approaches and methodologies Understanding digital UX and UI design and its application to Private Banking/Wealth