Schroders in London is seeking a Wealth Planning Client Support Executive to provide proactive administrative support to our Wealth Planners and Paraplanners. You will help prepare and pre-populate client documentation, process new business applications, and ensure service standards are met.
Responsibilities include liaising with providers, obtaining quotes, and delivering core servicing activities while maintaining accurate records and compliance.
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Wealth Planning Client Support Specialist - Flexible in 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.
