Financial Services Administrator

2 days ago


Edinburgh, Edinburgh, United Kingdom Schroders Full time

Schroders is a leading global investment manager that helps individuals and institutions achieve their financial goals

We are seeking an experienced Financial Services Administrator to join our Wealth Management team. In this role, you will provide administrative support to our Wealth Planners and assist with various tasks, including:

  1. Managing client relationships and responding to enquiries;
  2. Preparing reports and presentations using Microsoft Office applications;
  3. Coordinating with internal teams to ensure smooth delivery of projects;
  4. Maintaining accurate records and data.

To be successful in this role, you will have a strong understanding of the Wealth Management industry and excellent communication skills. You will also have experience working with Microsoft Office applications and be able to work effectively in a team environment.

Requirements

  • Minimum 2 years' experience in a similar role;
  • Good working knowledge of Microsoft Office applications;
  • Excellent communication and interpersonal skills;
  • FCA approved Level 4 RDR compliant qualification in financial planning or equivalent.

Location: London, UK

Salary range: £45,000 - £65,000 per annum, depending on experience



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