Client Services Coordinator

5 days ago

Horsham, West Sussex, United Kingdom Schroders Full time

Overview of the Role

We are seeking a dedicated Coordinator to join our esteemed team of Chartered Financial Planners, providing essential support to our Financial Planners in their advisory roles.

About Schroders

Schroders is renowned for its innovative, proprietary solutions that encompass regulatory, platform, and investment services. Our offerings are meticulously crafted to assist advisers throughout their journey—from establishing and managing a financial advisory practice more efficiently to fostering its growth and maximizing its value.

We empower high-caliber financial advisers with our award-winning technology and support services. Additionally, through our own Financial Advice business, we assist families in discovering solutions tailored to their needs and aspirations, ensuring they achieve peace of mind. By facilitating access to superior solutions, we simplify the process of meeting and surpassing their objectives.

Commitment to Client Outcomes

At Schroders, prioritizing favorable client outcomes is paramount. We embed the principles of Treating Customers Fairly within our organization, taking accountability for our duty of care to all clients, particularly those who may be more vulnerable.

Work Environment

You will be situated in a modern business campus that boasts high standards and an international reputation. The expansive countryside setting provides a refreshing alternative to urban life, complemented by cutting-edge software and hardware. Our spacious facilities foster a positive working atmosphere, featuring amenities such as an on-site restaurant, coffee shop, and gym, along with a dedicated shuttle service for convenient commuting.

Key Responsibilities

As a vital member of our client-facing teams, your primary role will involve delivering administrative support to our financial planning advisers throughout the advisory process. You will often serve as the main point of contact for clients regarding administrative inquiries.

Your responsibilities will include:

  • Providing comprehensive administrative assistance to Chartered Financial Planners in all facets of their advisory process.

Qualifications and Skills

The following qualifications and skills will be advantageous:

  • R01, FA1, FA2 Qualified, or a willingness to obtain these qualifications.

Personal Attributes

We are looking for individuals who:

  • Champion the principles of Treating Customers Fairly and uphold their responsibility for client care.

Diversity and Inclusion

Our mission is to deliver exceptional client outcomes and service. We believe that a diverse range of perspectives, fostered by an inclusive culture, enables us to make better decisions and fulfill our mission more effectively. Therefore, inclusion and diversity are strategic priorities for us, and we are proud to be an equal opportunities employer.

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