Chartered Financial Planner
2 months ago
About Us
Schroders is a leading global asset management company that provides high-quality investment solutions to clients around the world.
Our Business
We are a pioneer in providing proprietary solutions that encompass regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey.
Our Commitment
We are committed to ensuring good client outcomes and upholding our duty of care to all clients, especially those who may be more vulnerable. We firmly embed Treating Customers Fairly principles within our organisation.
The Role
We are seeking a Chartered Financial Planner to join our team in Chester. As a Financial Planning Specialist, you will be responsible for building relationships with clients and professional connections, and contributing to the evolution of our business and its proposition through constructive client-centric feedback.
Key Responsibilities
- Act as a promoter of the Treating Customers Fairly principles and take responsibility for the duty of care to our clients.
- Build relationships with both new and existing clients and professional connections.
- Contribute to the evolution of our business and its proposition through constructive client-centric feedback.
- Act as a self-starter, comfortable working in teams and acting on your own initiative.
What We Offer
We recognise potential, whoever you are. We are an equal opportunities employer and welcome applications from diverse candidates. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose.
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