Client Communications and Collateral Executive

Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better. As a Client Communications & Collateral Executive, you will play a key role in supporting the firm’s Financial Promotions framework, helping to ensure that all client and adviser facing communications meet regulatory requirements while remaining clear, engaging and effective.

Location | National

Type | Fixed-term contract until 31/03/2027

We empower advisers and clients with clear, engaging and compliant communications that help deliver outstanding advice and service. Our Client & Adviser Content team plays a central role in supporting adviser effectiveness, client understanding, business objectives and brand visibility by delivering high-quality content across all channels. The role is a dual focused position looking at both content and financial promotions approvals. The successful candidate will combine strong writing and editing capability with sound regulatory awareness.

You will support the firm’s Financial Promotions framework by reviewing and approving communications, applying proportionate judgement to ensure regulatory requirements are met without compromising clarity or engagement. Alongside hands‑on content delivery, the role supports consistency and quality across the Client & Adviser Content team by sharing expertise, contributing to standards and helping colleagues navigate Financial Promotions considerations as part of everyday content development. You will work closely with colleagues across content, marketing, distribution and compliance, helping to balance audience needs, business objectives and regulatory expectations to deliver high-quality communications.

• Create, review and refine client and adviser communications and collateral, ensuring outputs are clear, engaging, well‑structured and audience‑appropriate.
• Apply strong writing and editing skills to improve the quality, clarity and effectiveness of communications across a range of formats and channels.
• Translate complex financial or technical information into accessible content without losing accuracy or intent.
• Collaborate closely with content, marketing and distribution colleagues to deliver communications aligned to business priorities and client needs.
• Support the continuous improvement of content templates, standards and ways of working.

• Support the firm’s Financial Promotions process through front‑line review, approval and oversight of client‑ and adviser‑facing communications.
• Apply sound judgement to ensure communications meet regulatory requirements while remaining clear, engaging and fit for purpose.
• Provide timely, practical guidance to stakeholders on Financial Promotions considerations as part of the content development process.
• Identify potential compliance risks within communications and work collaboratively to resolve them in a proportionate way.
• Maintain appropriate records and documentation to support governance, audit and regulatory oversight.
• Contribute to the ongoing development and embedding of Financial Promotions standards and best practice.

• Support the upskilling of the wider Client & Adviser Content team on Financial Promotions considerations, helping build confidence and shared understanding.
• Act as a point of reference for content‑related Financial Promotions queries within the team.
• Enable effective knowledge sharing to support resilience and consistent cover across content and Financial Promotions activity.

• Experience working with Financial Promotions requirements within a regulated environment, including practical front‑line review and sign‑off.
• Strong writing and editing capability, with experience creating and refining clear, engaging and compliant client and adviser communications.
• Confidence providing constructive feedback on content quality and compliance considerations.
• Strong attention to detail, with a pragmatic, proportionate approach to risk.
• Collaborative working style, with the ability to support team capability through knowledge sharing.
• Highly organized, able to manage multiple priorities while maintaining high content standards.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company‑paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service).
• Financial Advice: Access to free financial advice to help secure your financial future.

To find out more, please visit https://www.spw.com/careers-at-spw/rewards-and-benefits

We support flexible working: At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job‑sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career? We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here: At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo‑regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.