Schroders is seeking a Wealth Planning Client Support Executive in London to provide proactive administrative support to Wealth Planners and Paraplanners. You will manage client documentation, process new business applications, and liaise with providers to ensure timely, accurate records in line with service standards.
The role requires hands-on experience in wealth planning, strong communication, and meticulous attention to detail.
#J-18808-Ljbffr
Wealth Planning Client Support Specialist - Flexible Work in City of London employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
