Wealth Planning Support Professional
4 weeks ago
We are seeking a skilled and detail-oriented Wealth Planning Support Professional to join our team at Schroders. As a key member of our client-facing teams, your primary responsibility will be to provide administrative support to our financial planning advisers in all aspects of their advice process.
Key Responsibilities:- Prepare meeting packs and documentation/reports for client meetings and annual client reviews.
- Support the Financial Planner in the delivery of client meetings both electronically and/or in a face-to-face setting.
- Carry out day-to-day administrative functions, complete and submit applications, and keep data up to date on Enable (our internal CRM system).
- Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research.
- Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence.
- Manage the case documentation process, including upload and submission of required compliance documents to Enable.
- Deal with telephone and email enquiries from clients and providers.
As a Wealth Planning Support Professional, you will be required to complete a range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems, Enable and Fusion, as well as be fully conversant with our online client portal, Wealth Platform.
We are an equal opportunities employer and welcome applications from diverse candidates. Our purpose is to provide excellent client outcomes and service, and we believe that diversity of thought facilitated by an inclusive culture will allow us to make better decisions and achieve our purpose.
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