Wealth Planning Support Specialist
5 days ago
We are seeking a skilled and detail-oriented Financial Planning Administrator to join our team at Schroders Recruitment. As a key member of our client-facing teams, your primary responsibility will be to provide administrative support to our financial planning advisers.
About Schroders Recruitment
We are a leading recruitment agency specializing in financial services, providing expert solutions to support the growth and success of our clients. Our team of experienced recruiters works closely with top financial institutions to identify and attract top talent.
Key Responsibilities
- Prepare meeting packs and documentation/reports for client meetings and annual client reviews.
- Carry out day-to-day administrative functions, complete and submit applications, keeping data up to date on our internal CRM system.
- Prepare and send letters of authority and obtain information on client policies.
- Assist with the collation of client data and documents for recommendation reports.
- Manage the case documentation process for new business submissions and asset transfers.
- Handle 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.
Desirable Qualifications
R01, FA1, FA2 Qualified, or looking to qualify, is an advantage.
We are committed to providing excellent client outcomes and service. Inclusion and diversity are a strategic priority for us.
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