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Wealth Planning Associate
3 months ago
About Schroders
We are a global investment management firm dedicated to assisting institutions, intermediaries, and individuals in achieving their financial objectives and preparing for the future. With a workforce of approximately 5,000 across six continents, we have a rich history spanning over 200 years, continuously evolving to meet the demands of society and technological advancements. Our unwavering commitment is to foster prosperity for our clients and the community.
Office Environment
Our headquarters, established in the City of London, provides a dynamic workspace that promotes flexibility and collaboration, ensuring we remain close to our clients in the heart of the UK's financial district.
Team Overview
The Wealth Planning team delivers comprehensive financial advisory services to our clients and potential clients within the Wealth Management sector. This includes all facets of regulated advice, such as pension planning, tax strategies, and general financial guidance. Our Wealth Planning services are integral to our wealth management offerings and often serve as the initial engagement point for new clients.
Key Responsibilities
Collaborate with Wealth Planners to address clients' financial planning needs and solutions; Serve as an additional contact for clients in the absence of Wealth Planners, fostering trust-based relationships; Participate in client meetings alongside Wealth Planners to enhance understanding of the advisory process and strengthen client connections; Ensure timely preparation of client correspondence, including reason-why letters; Assist Wealth Planners in evaluating and researching options and solutions for clients; Manage various administrative tasks efficiently, including client onboarding forms, advisory correspondence, and proposal preparation; Respond promptly to client inquiries and maintain a detailed record of communications; Liaise with insurance providers to obtain necessary client policy information or product details; Verify compliance of new business and client files with established procedures; Collaborate closely with the Wealth Planning support team, delegating administrative tasks as needed; Continuously enhance knowledge through professional development and relevant examinations; Uphold Schroders' core values of Excellence, Innovation, Teamwork, Passion, and Integrity in all work aspects.Required Qualifications and Experience
Proficient in Microsoft Word, Excel, and PowerPoint; Strong interest and understanding of the Wealth Management and financial planning sectors; Experience in the financial services industry, preferably within a wealth management or financial advisory context catering to high-net-worth clients; FCA approved Level 4 RDR compliant qualification in financial planning or an equivalent credential.Preferred Qualifications
Familiarity with fund management, professional advisory, independent financial advisory, or life insurance sectors; Minimum of three A-levels or equivalent qualifications; Understanding of Intelliflo Office and The Exchange.Personal Attributes
Professional, organized, and self-motivated individual; Presentable with a client-oriented demeanor; Excellent interpersonal and verbal/written communication skills; Strong analytical capabilities; High level of numeracy; Ability to build strong working relationships with colleagues at all levels; Willingness to learn and develop, with a commitment to achieving outstanding client outcomes. Commitment to Diversity
Schroders is an equal opportunities employer, welcoming individuals from diverse backgrounds, regardless of socio-economic status, race, gender, gender identity, sexual orientation, religious beliefs, age, or disability.
