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Financial Planning Administrator
2 months ago
About the Role
We are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at Schroders. 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
- Prepare meeting packs and documentation/reports for client meetings and annual client reviews.
- Support the Financial Planner in the delivery of client meetings both electronically and/or in a face-to-face setting.
- Carry out day-to-day administrative functions, complete and submit applications, and keep data up to date on our internal CRM system.
- Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research.
- Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence.
- New business submission and asset transfers – manage the case documentation process.
- Deal with telephone and email enquiries from clients and providers.
Requirements
- Minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business.
- Excellent telephone manner, communication skills, and high standards of literacy are essential.
- You will be required to complete the range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems.
About Us
Schroders is a leading global asset management company that provides excellent client outcomes and service. We value diversity of thought and have an inclusive culture that allows us to make better decisions and achieve our purpose. We are an equal opportunities employer and welcome applications from all qualified candidates.
