Wealth Planner

2 weeks ago

London, United Kingdom Schroders Full time

About Schroders

We're a global investment manager. We help institutions, intermediaries, and individuals worldwide invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 people on six continents. And we've been around for over 200 years, but we keep adapting as society and technology change. What doesn't change is our commitment to helping our clients and society prosper.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

Team Overview

The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This incorporates all aspects of regulated advice, including pensions, tax advice and general guidance on financial issues. The Wealth Planning proposition is core to the wealth management offering and is often the starting point for new clients of the business.

What you'll do
- Manage a portfolio of high-value client relationships, owning the delivery and execution of their associated wealth planning strategies and structures;
- Actively market and develop profitable new client relationships using resources provided to you and your network;
- Provide financial advice to new and existing clients, covering all aspects of their lives, ensuring all client engagement is profitable, compliant and in the client's best interests;
- Meet with clients regularly, ensuring any agreed action is documented and implemented swiftly;
- Have primary responsibility for new client set-up, sign off and suitability for advice structures;
- Make clients aware of new and relevant planning opportunities that will benefit their position and meet their overall planning objectives;
- Act as a source of knowledge for portfolio managers in matters related to financial planning.
- On occasion, provide content to Marketing for distribution externally to clients and professional advisers and internally as training and updates for the wider Cazenove Capital business;
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable;
- Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need
- Experience in advising high-net-worth individuals on wealth planning and tax strategies;
- In-depth pension and taxation knowledge across all relevant areas.
- An approved Level 4 or above FCA-approved regulatory qualification;
- Achieved or close to attaining the CII Advanced Financial Planning Certificate, Chartered Financial Planner or equivalent professional qualification;
- A current Statement of Professional Standing (SPS).
- Good working knowledge of Microsoft Word, Excel and PowerPoint;

The knowledge, experience and qualifications that will help
- Familiarity with the fund management, professional advisory, IFA or life company industry;
- Minimum 3 ‘A' levels or equivalent;
- Pension Transfer Specialist qualification would be an advantage;
- Possess an excellent understanding and working knowledge of the major wealth planning strategies available in the UK marketplace and how these can be applied to HNW clients.
- Good understanding of Intelliflo Office and The Exchange.

What you'll be like
- Professional, organised and motivated, self-starter;
- Strong interpersonal and verbal/written communication skills;
- Ability to present clearly and concisely in a pressured environment;
- Able to communicate complex matters straightforwardly;
- Strong but tactful questioning skills and an ability to interpret personal information to understand an individual’s motivations and drivers.
- Excellent analytical ability;
- High level of numeracy;
- Ability to form strong working relationships with colleagues at all levels;
- Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.

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