Wealth Planning Support Specialist

2 weeks ago

Horsham, West Sussex, United Kingdom Schroders Full time
About the Role

We are seeking a skilled 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
  • Provide administrative support to financial planning advisers in all aspects of their advice process.
  • Act as the primary point of contact for clients on administrative matters.
  • Support the delivery of excellent client outcomes and service.
Requirements

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Knowledge of financial planning processes and procedures.
  • Qualifications in R01, FA1, or FA2, or willingness to obtain.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. Our team is committed to delivering excellent client outcomes and service, and we are looking for someone who shares our values and is passionate about making a difference.

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