Wealth Planning Support Specialist

1 week ago

Londonderry, 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 at Benchmark. 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
  • Provide administrative support to financial planning advisers in all aspects of their advice process.
  • Act as the primary point of contact for clients on administrative matters.
  • Support the delivery of excellent client outcomes and service.
  • Embed Treating Customers Fairly principles in all aspects of the role.
Requirements

To be successful in this role, you will need:

  • Excellent organizational and communication skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Knowledge of financial planning processes and procedures.
  • Qualifications in R01, FA1, and FA2 are an advantage.
What We Offer

We offer a dynamic and inclusive work environment, with opportunities for professional growth and development. As an equal opportunities employer, we welcome applications from diverse candidates.

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