Senior Paraplanner

Schroders Personal Wealth combines Lloyds Banking Group's significant customer base, multi-channel distribution and digital capabilities with Schroders' investment and wealth management expertise and technology capabilities.
Our focus is on the personal relationship we develop with our customers, underpinned by our multi-channel customer reach and our global investment expertise. Our aim is to become a top UK financial planning business within five years. Would you like to be partof making this possible?

**Responsibilities**:

- Responsible for creating financial planning recommendations in a way that is understood by our clients whilst meeting regulatory requirements, all from a busy and dynamic regional hub
- Ensure the advice and financial reports satisfy the internal requirements of Schroders Personal Wealth and external regulatory requirements
- Follow businesses procedures ensuring the business risk is kept to a minimum. Quality check reports for self and colleagues as required
- Able to provide and produce financial reports for the full range of products sold by the New Client Advisers and Existing Relationship Advisers
- Effective administration as required, monitor and carry out regular designated procedures accurately and promptly
- Ensure validation and correct input of information onto relevant systems
- Take responsibility for incoming enquiries, requests and instructions from internal/external clients and provide a timely response
- Carry out and/or assist with additional tasks as required by your line manager and carry out special takes and projects as required
- Provide outstanding customer service and portray an excellent image to all clients including internal customers and proactively manage the client experience
- Actively search for and participate in continuous improvement ideas to improve processing methods and associated procedures to proactively manage the client experience
- Actively search for and participate in continuous improvement ideas to improve processing methods and associated procedures to optimise productivity and improve customer service
- Ensure the firm is not put in a position of unacceptable risk or liability
- Maintaining up to date personal development plan and adhere to the training and competence scheme for the role
- Understand and contribute towards a high-performance culture
- It is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.