Wealth Planning Support Specialist

4 weeks ago

London, Greater London, United Kingdom Schroders Recruitment Full time
Job Title: Wealth Planning Support Specialist

We are seeking an experienced Wealth Planning Support Specialist to join our team at Schroders Recruitment. As a key member of our Wealth Planning Support Team, you will provide administrative support to our Wealth Planners and Paraplanners, ensuring that all new business documentation is accurate and processed in line with agreed service standards.

Key Responsibilities:
  • Obtain quotes and illustrations for research and review;
  • Process new business applications with providers via their portals, post, or emails from submission to completion in adherence to the service standards and operational Wealth Planning procedures and workflow management;
  • Process and understand all the key servicing elements in support of our client's needs and objectives;
  • Consult frequently with product providers for case management updates;
  • Support team projects and data management reporting where required;
  • Providing any other administrative support as required, including opening post, scanning/uploading documentation, capturing/updating client information, regularly updating the back-office system, and following in-house processes;
  • To fully understand the role and the expectations of the role from both a Schroders and a regulatory perspective;
  • Conduct all client administration in line with the compliance guidance as well as central policies and updates and department standard operating procedures;
Requirements:
  • A-C grade GCSE, or equivalent, in Mathematics and English;
  • Be considering or already studying towards industry qualifications as you grow and develop in your role in support of your training and development in becoming a fully competent member of the Wealth Planning Support Team;
  • Good IT skills, especially with the Microsoft Office suite;
  • Excellent telephone skills and experience in client liaison;
  • Flexible, curious, and willing to learn;

We recognize potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.

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