Financial Planning Assistant

4 days ago

Bristol, Bristol, United Kingdom Schroders Full time

About Cazenove Capital
We're the wealth management business of global investment manager Schroders, helping private individuals, families, and charities invest to meet their goals and prepare for the future.

About Schroders
We're a global investment manager, helping institutions, intermediaries, and individuals around the world invest to meet their goals and prepare for the future.

We have around 6,000 people on six continents, with a history spanning over 200 years. Our commitment to helping our clients and society prosper remains unwavering.

The Team
Our Wealth Planners provide financial advisory services to clients and prospects, incorporating regulated advice, including pensions, tax advice, and general guidance on financial issues.

What You'll Do
• Assist Wealth Planners in managing clients' planning needs and solutions
• Develop relationships of trust with clients, attending meetings as needed to broaden your understanding of the advisory process
• Draft client reason-why letters, assess and research options for clients, and handle administrative duties
• React to client-related enquiries, maintaining records of responses
• Deal with insurance companies to obtain policy information and product details
• Ensure new business and client files are compliant with Cazenove Capital's procedures
• Work closely with the Wealth Planning support team, delegating administrative work as required
• Maintain and update your knowledge through CPD and examinations

The Knowledge, Experience, and Qualifications You Need
• Good working knowledge of Microsoft Word, Excel, and PowerPoint
• Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base
• FCA-approved Level 4 RDR-compliant qualification in financial planning or equivalent

The Knowledge, Experience, and Qualifications That Will Help
• Familiarity with the fund management, professional advisory, IFA, or life company industry
• Minimum 3 'A' levels or equivalent
• Good understanding of Intelliflo Office and The Exchange

What You'll Be Like
• Professional, organised, and motivated self-starter
• Presentable with a client-facing demeanour
• Strong interpersonal and verbal/written communication skills
• Excellent analytical ability
• High level of numeracy
• Ability to form strong working relationships with colleagues at all levels

We Recognise Potential, Whoever You Are
We're an equal opportunities employer, committed to providing an inclusive culture that allows us to make better decisions and achieve our purpose. Diversity of thought is a strategic priority for us.

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