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- Tasks: Support financial advisers with complex advice cases and develop tailored client solutions.
- Company: Join Schroders Personal Wealth, transforming financial advice for everyone.
- Benefits: Enjoy 30 days of annual leave, flexible hours, and professional development opportunities.
- Why this job: Make a real difference in people's lives through innovative financial solutions.
- Qualifications: Experience in wealth management or financial services; adviser or paraplanner background preferred.
- Other info: Collaborative environment with opportunities to enhance business practices and policies.
The predicted salary is between 24000 - 36000 £ per year.
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 Complex Needs Specialist, you'll play a key role in supporting our financial advisers with technically complex advice cases, helping them deliver exceptional solutions for clients with unique or intricate financial needs. You'll act as a trusted technical resource, providing insight into advanced planning strategies and market trends to strengthen relationships and secure outcomes.
You’ll collaborate closely with advisers and paraplanners, offering expertise in areas such as:
- Trusts
- Non-personal entities
- Enhanced inheritance tax planning
- Specialist investment strategies
Act as technical support for complex advice cases where advisers require the support of a specialist to help construct and develop tailored client solutions. Provide expertise on cases involving unusual client circumstances, trusts, non-personal entities, enhanced IHT planning, VCT/EIS, retirement income planning, and legacy product issues.
Key SME who analyses and evaluates the feasibility/relevance of proposals for complex products/services. Invest in your own development and support others by delivering specialised training or coaching in your area of expertise. Identify opportunities to improve business practices and recommend enhancements to policies, processes, and standards. Contribute to Investment Office forums and stay informed on emerging issues, market developments, and legislative changes.
Proven experience working in wealth management or financial services industry. Previous financial adviser or paraplanning experience preferred.
We encourage interested applicants to submit their applications as soon as possible.
Generous Holiday Entitlement: 30 days of annual leave plus.
Policy Specialist (Part Time) in Leeds employer: Schroders Personal Wealth
Contact Detail:
Schroders Personal Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Policy Specialist (Part Time) in Leeds
✨Tip Number 1
Networking is key! Reach out to professionals in the financial services industry, especially those who work with complex advice cases. Attend industry events or webinars to make connections and learn more about the role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trusts, inheritance tax planning, and investment strategies. We recommend creating a cheat sheet of key terms and concepts to help you articulate your expertise confidently.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of examples where you've tackled complex financial scenarios and how you provided tailored solutions. This will demonstrate your ability to support advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for joining our mission to improve financial advice for everyone.
We think you need these skills to ace Policy Specialist (Part Time) in Leeds
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Policy Specialist role. Highlight your experience in wealth management and any specific skills that relate to complex advice cases. We want to see how you can bring value to our team!
Showcase Your Expertise: Don’t hold back on sharing your knowledge! If you've got experience with trusts, inheritance tax planning, or any other relevant areas, make it clear in your application. We love seeing candidates who can demonstrate their technical prowess.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon unless it's necessary. We appreciate a well-structured application that gets straight to the point—this shows us you can communicate effectively!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it makes the process smoother for both you and us!
How to prepare for a job interview at Schroders Personal Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of complex financial advice areas like trusts and inheritance tax planning. Being able to discuss these topics confidently will show that you're not just familiar with the basics, but that you can handle the intricacies of the role.
✨Showcase Your Experience
Prepare specific examples from your past work in wealth management or as a financial adviser. Highlight how you've tackled complex cases and supported clients with unique needs. This will demonstrate your practical experience and problem-solving skills.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and the role. Ask about their approach to emerging market trends or how they support their advisers in complex cases. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be a Team Player
Since collaboration is key in this role, be ready to discuss how you've worked with others in the past. Share examples of how you've supported colleagues or contributed to team success, especially in training or coaching scenarios. This will highlight your ability to work well within a team.