Financial Planning Associate

5 days ago


Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

About Schroders Recruitment

We look after private individuals, families, and charities through our wealth management business.

Our team helps clients around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.

Job Summary

We are seeking a Financial Planning Associate to join our Wealth Planning team. As a key member of the team, you will work with clients to provide financial advisory services and manage client planning needs.

Responsibilities
  • Manage clients' planning needs and solutions in collaboration with the Wealth Planning support team;
  • Respond promptly to all client-related enquiries and maintain accurate records of responses;
  • Communicate with insurance companies to obtain client policy information or new illustrations and product information;
RequirementsKnowledge and Experience
  • Proficient in Microsoft Office applications, particularly Word, Excel, and PowerPoint;
  • A keen interest in and a good understanding of the Wealth Management and financial planning industries;
  • Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base;
  • FCA approved Level 4 RDR compliant qualification in financial planning or equivalent;
Beneficial Skills
  • Familiarity with the fund management, professional advisory, IFA, or life company industry;
  • A good understanding of Intelliflo Office and The Exchange.
Culture and Values

We recognize potential in everyone, regardless of background. Our purpose is to deliver excellent investment performance to clients through active management. We strive to create an inclusive culture that fosters diversity of thought, allowing us to make better decisions and achieve our purpose. As an equal opportunities employer, you are welcome here, with no barriers to entry based on age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

Estimated salary: £35,000 - £45,000 per annum.



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