Client Manager (Pensions) in London

Who we're looking forWe're looking for an experienced Wealth Planning Client Support Executive to provide initiative-taking and efficient administration support to our Wealth Planners and Paraplanners. The Wealth Planning Client Support role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners, ensuring that all new business documentation is accurate and processed in line with agreed service standards, as well as customer service excellence for new and existing clients. About Cazenove CapitalAt Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. About Schroders, our parent companySchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. We're close to our clients, in the heart of the UK's financial centre and we have everything we need to work flexibly. The teamWe are one of the largest UK-based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long-term goals by offering our expertise in investment, wealth planning, lending and family office services. Obtain quotes and provider illustrations to support research and review. Liaise regularly with product providers (onshore and offshore) to obtain case updates and progress actions. Support team projects and contribute to data management and reporting as required. Complete day-to-day administrative tasks, including opening and distributing post, scanning and uploading documents, capturing and updating client information, and maintaining accurate records on the back-office system in line with internal processes. Maintain a clear understanding of role requirements from both a Schroders and regulatory perspective. Carry out all client administration in line with compliance guidance, central policies and updates, and departmental standard operating procedures. Keep Wealth Planners informed of relevant client developments, risks and actions required. Participate in regular team meetings and communicate effectively with Team Heads, escalating issues, risks or concerns that may affect delivery. Experience working within a wealth planning environment, with a good understanding of pensions, investment bonds (onshore and offshore), VCT and EIS tax-efficient products, and protection (including life cover).Experience supporting clients, responding to enquiries in a professional, welcoming and timely way, and consistently delivering excellent service. GCSEs (or equivalent) including English and Mathematics at grade A–C/9–4 (or equivalent).Confident IT skills, particularly across Microsoft Office. The knowledge, experience and qualifications you needExperience working within a wealth planning environment, with a good understanding of pensions, investment bonds (onshore and offshore), VCT and EIS tax-efficient products, and protection (including life cover).Experience supporting clients, responding to enquiries in a professional, welcoming and timely way, and consistently delivering excellent service. GCSEs (or equivalent) including English and Mathematics at grade A–C/9–4 (or equivalent).Confident IT skills, particularly across Microsoft Office. What you'll be likeMaintains high professional standards and a focus on quality outcomes. Applies strong case management discipline, keeping clear notes that capture progress updates, timelines and a robust audit trail through to completion. The knowledge, experience and qualifications that'll helpHigher Education qualification preferredWorking towards industry related qualifications or considering working towards these to continue professional developmentWe recognise potential, whoever you areOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.