Wealth Management Support Specialist

6 days ago


Shrewsbury, Shropshire, United Kingdom Schroders Full time
Role Overview
We are seeking an experienced administrator to provide support to our Chartered Financial Planners in Shrewsbury. The ideal candidate will have a minimum of 12 months' administration experience within Financial Services, preferably in wealth management and/or financial planning.

**Key Responsibilities**
* Prepare meeting packs and documentation for client meetings and annual reviews
* Provide administrative support to financial planners during client meetings
* Carry out day-to-day administrative tasks, including completing applications and keeping data up-to-date on Enable
* Prepare letters of authority and obtain information on client policies from ceding schemes and providers
* Assist with collating client data and documents for recommendation reports and prepare related correspondence
* Handle telephone and email enquiries from clients and providers

**Requirements**
* Minimum 12 months' administration experience in Financial Services
* Completion of tutorials on Enable and Fusion
* Familiarity with our online client portal, Wealth Platform
* Excellent communication skills, telephone manner, and high standards of literacy

The estimated salary for this role is £28,000 - £32,000 per annum, depending on experience.

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