Client Services Coordinator
5 days ago
Overview of the Role
We are seeking a dedicated Client Services Coordinator to join our esteemed firm of Chartered Financial Planners. This role is essential in providing support to our Financial Planners, ensuring a seamless advisory process for our clients.
About Schroders
At Schroders, we pride ourselves on our award-winning, proprietary solutions that encompass regulatory, platform, and investment services. Our aim is to empower advisers throughout their journey, enhancing productivity and facilitating growth while maximizing the value of their financial advice business.
We are committed to delivering high-quality solutions that enable families to achieve their financial goals and aspirations, providing them with peace of mind through our comprehensive services.
Commitment to Client Outcomes
At Schroders, we prioritize the interests of our clients in every decision we make. Our principles of Treating Customers Fairly are deeply ingrained in our culture, and we take our responsibility to care for all clients seriously, especially those who may be more vulnerable.
Work Environment
You will be part of a dynamic team located in a modern business campus that offers a unique working environment. Our facilities are equipped with state-of-the-art technology, providing a comfortable atmosphere for collaboration and productivity.
Key Responsibilities
As a vital member of our client-facing teams, your primary duty will be to deliver administrative support to our financial planning advisers throughout the advisory process. You will also serve as the main point of contact for clients regarding administrative inquiries.
Your responsibilities will include:
- Providing comprehensive administrative assistance to Chartered Financial Planners.
- Ensuring efficient communication and coordination between clients and advisers.
- Maintaining accurate records and documentation related to client interactions.
Qualifications and Skills
The ideal candidate will possess:
- Qualifications such as R01, FA1, FA2, or a willingness to pursue these credentials.
- A strong commitment to the principles of Treating Customers Fairly.
- Excellent organizational and communication skills.
Our Commitment to Diversity
At Schroders, we believe that diversity of thought and an inclusive culture are key to achieving our objectives. We are an equal opportunities employer and welcome candidates from all backgrounds, ensuring a supportive environment for everyone.
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