Financial Planning Client Services Coordinator

2 months ago


Londonderry, United Kingdom Schroders Full time
About Schroders

Schroders is a leading global asset management company that provides innovative solutions to support financial advisers in their journey.

We pride ourselves on delivering high-quality support services and award-winning technology to our clients, helping them achieve their goals and aspirations.

Our Values
  • Client-centric approach: We put our clients' interests at the heart of our decision-making process.
  • Treating Customers Fairly principles: We embed these principles in our organisation, ensuring we provide a duty of care to all clients, particularly those who may be more vulnerable.
Key Responsibilities
  • Provide administrative support to our financial planning advisers in all aspects of their advice process.
  • Act as the primary point of contact for clients on administrative matters.
  • Support the advice process, including knowledge, experience, and qualifications.
Requirements
  • R01, FA1, FA2 Qualified, or looking to qualify, is an advantage.
  • Promoter of the Treating Customers Fairly principles, and deliver your own responsibility for the duty of care to our clients.
About You
  • You will be a strong advocate for our values and principles.
  • You will be a team player, committed to delivering excellent client outcomes and service.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional development and growth.
  • A commitment to diversity and inclusion, creating a workplace where everyone feels valued and respected.


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