Wealth Planning Support Specialist

2 weeks ago

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

We are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team. 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
  1. Prepare meeting packs and documentation/reports for client meetings and annual client reviews, supporting the Financial Planner in the delivery of client meetings both electronically and/or in a face-to-face setting.
  2. Carry out day-to-day administrative functions, complete and submit applications, and keep data up to date on our internal CRM system.
  3. Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research.
  4. Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence.
  5. 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.
  6. Deal with telephone and email enquiries from clients and providers.
Requirements

We are looking for an individual with a minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business. You will also be required to complete our internal training tutorials on our client management and client asset custody and administration systems.

What We Offer

We are committed to providing excellent client outcomes and service. Our inclusive culture values diversity of thought and welcomes individuals from all backgrounds. We are an equal opportunities employer and offer a range of benefits and opportunities for professional development.

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