Financial Planning Assistant

3 weeks ago

Bristol, Bristol, United Kingdom Schroders Full time

About Schroders

We're a global investment manager, helping institutions, intermediaries, and individuals worldwide invest money to meet their goals, ambitions, and prepare for the future.

The Team

The Wealth Planning team provides a financial advisory service to clients and prospects of the Wealth Management business. This includes all aspects of regulated advice, such as pensions, tax advice, and general guidance on financial issues.

Your Role

  • Work as part of a team assisting Wealth Planners in managing clients' planning needs and solutions.
  • Be an additional point of contact when the Wealth Planners are not available and develop relationships of trust with clients.
  • Attend client meetings with the Wealth Planner, on occasion, to broaden your understanding of the advisory process and strengthen relationships with clients.
  • Take responsibility for the timely drafting of client reason-why letters.
  • Assist the Wealth Planners in assessing and researching options and solutions for clients.
  • Handle other administrative duties promptly, including letters, new client take-on forms, preparation of advisory correspondence, and annual reviews.
  • React to all client-related enquiries in a timely manner and maintain a record of responses.
  • Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information.
  • Check that new business and client files are compliant and in line with Schroders' procedures.
  • Work closely with the Wealth Planning support team and delegate administrative work as required.
  • Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable.

Requirements

  • Good working knowledge of Microsoft Word, Excel, and PowerPoint.
  • A keen interest in and a good understanding of the Wealth Management and financial planning industries.
  • 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.

What We Offer

  • A dynamic and supportive team environment.
  • Opportunities for professional development and growth.
  • A competitive salary and benefits package.

Equality and Diversity

Schroders is an equal opportunities employer. We welcome applications from diverse candidates and are committed to creating an inclusive work environment.

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