Wealth Planning Support Specialist

2 weeks ago

Londonderry, United Kingdom Schroders Full time
Supporting Our Financial Planners

We are seeking an experienced Administrator to join our team and provide administrative support to our Chartered Financial Planners 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 including upload and submission of required compliance documents to our internal client management system.
  • Deal with telephone and email enquiries from clients and providers.
Requirements
  • A 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.
  • Aspirational, you will be an individual who embraces change and understands and shares our corporate culture.
About Us

We are a successful and award-winning firm of Chartered Financial Planners, committed to providing excellent client outcomes and service. We value diversity of thought and inclusion, and are an equal opportunities employer.

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