Schroders Group in London is seeking a Wealth Planning Client Support Executive to provide proactive administrative support to Wealth Planners and Paraplanners, ensuring accurate new business documentation and high-quality client service. The role involves handling client communications, processing applications and maintaining records in line with service standards.
You will work closely with the wealth planning team, gaining exposure to pensions, investment bonds, and insurance products, while
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Wealth Planning Client Support Specialist employer: Schroders Group
Schroders is an exceptional employer, offering a dynamic work environment in the heart of London’s financial centre. With a strong emphasis on employee growth and flexible working arrangements, we foster a culture that values diverse perspectives and encourages innovation. Our commitment to personal performance and well-being ensures that you can thrive both professionally and personally while contributing to meaningful projects in the asset management sector.
