Wealth Planning Support Specialist

1 week ago

Horsham, West Sussex, United Kingdom Schroders Full time

We are seeking a skilled Administrator to support our Financial Planners in their role. This 12-month maternity cover position involves providing administrative support to our team, ensuring the smooth delivery of our award-winning solutions to financial advisers. Our solutions cover regulatory, platform, and investment services, designed to support advisers at every step of their journey.

Your responsibilities will include:

  • Preparing meeting packs and documentation/reports for client meetings and annual client reviews.
  • Carrying out day-to-day administrative functions, completing and submitting applications, and keeping data up to date on Enable.
  • Preparing and sending letters of authority and obtaining information on client policies from ceding schemes and providers.
  • Assisting with the collation of client data and documents in the construction of suitable recommendation reports.
  • Handling telephone and email enquiries from clients and providers.

With a minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business, you will possess excellent telephone manner, communication skills, and high standards of literacy. Your knowledge, experience, and qualifications will help drive our success.

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