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Financial Planning Specialist
2 months ago
About Schroders
Schroders is a leading global asset management company that provides investment solutions to individuals, institutions, and governments. Our mission is to deliver exceptional investment performance and outstanding service to our clients.
Our Business
We operate in a dynamic and rapidly changing environment, and our business is built on a foundation of innovation, expertise, and a commitment to excellence. Our team of experienced professionals works closely with clients to understand their needs and goals, and we provide tailored investment solutions to help them achieve their objectives.
Our Culture
We value diversity, inclusion, and collaboration, and we strive to create a work environment that is inclusive, supportive, and empowering. Our people are our greatest asset, and we invest in their development and well-being to ensure that they have the skills and knowledge needed to succeed in their roles.
Our Values
We are guided by a set of core values that reflect our commitment to excellence, innovation, and client satisfaction. These values include:
- Client Focus: We put our clients at the heart of everything we do, and we strive to deliver exceptional service and investment performance.
- Integrity: We operate with integrity, transparency, and honesty in all our interactions with clients, colleagues, and other stakeholders.
- Collaboration: We work together as a team to achieve our goals and deliver outstanding results.
- Innovation: We are committed to innovation and continuous improvement, and we invest in new ideas and technologies to stay ahead of the curve.
What We're Looking For
We are seeking a highly skilled and experienced Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning, a deep understanding of investment products and services, and excellent communication and interpersonal skills. The successful candidate will be responsible for providing financial planning advice to clients, developing and implementing investment strategies, and working closely with other members of the team to deliver exceptional service and investment performance.
Key Responsibilities
- Provide financial planning advice to clients: The successful candidate will work closely with clients to understand their financial goals and objectives, and will provide tailored financial planning advice to help them achieve their objectives.
- Develop and implement investment strategies: The successful candidate will work with clients to develop and implement investment strategies that are tailored to their individual needs and goals.
- Work closely with other members of the team: The successful candidate will work closely with other members of the team to deliver exceptional service and investment performance.
Requirements
- Strong background in financial planning: The successful candidate will have a strong background in financial planning, including a deep understanding of investment products and services.
- Excellent communication and interpersonal skills: The successful candidate will have excellent communication and interpersonal skills, and will be able to work effectively with clients and other members of the team.
- Chartered status: The successful candidate will be Chartered or within a year of achieving Chartered status.
