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Wealth Planning Support Specialist

2 months ago

Horsham, West Sussex, United Kingdom Schroders Recruitment Full time
Wealth Planning Client Support Administrator

About the Role

Schroders Recruitment is seeking a highly organized and detail-oriented Wealth Planning Client Support Administrator to join our team. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.

Key Responsibilities

  1. Prepare meeting packs and documentation/reports for client meetings and annual client reviews.
  2. Carry out day-to-day administrative functions, complete and submit applications, and keep data up to date on our internal CRM system.
  3. Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research.
  4. Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence.
  5. Deal with telephone and email enquiries from clients and providers.

Requirements

  1. Minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business.
  2. Excellent telephone manner, communication skills, and high standards of literacy are essential.

Desirable Qualifications

R01, FA1, FA2 Qualified, or looking to qualify, is an advantage.