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- Tasks: Provide top-notch admin support to Wealth Planners and ensure smooth processing of documentation.
- Company: Join a leading global investment manager with a focus on client success.
- Benefits: Enjoy flexible working, competitive salary, and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while balancing work and life.
- Qualifications: Minimum two years in wealth planning with strong admin and communication skills.
- Other info: Flexible working promotes a healthy work-life balance.
The predicted salary is between 36000 - 60000 £ per year.
A leading global investment manager is seeking a Wealth Planning Client Support Executive in London. This role involves providing administrative support to Wealth Planners and Paraplanners, ensuring accurate processing of all new business documentation, and delivering excellent customer service to clients.
Candidates should have a minimum of two years' experience in a wealth planning role and strong skills in administration and communication. The position is based in a flexible working environment, promoting a balance of professional and personal commitments.
Senior Wealth Planning Client Support Lead (Flexible Working) employer: Schroders
Contact Detail:
Schroders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planning Client Support Lead (Flexible Working)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth planning industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially how they align with your experience in wealth planning. Practise common interview questions and think about how you can showcase your admin and communication skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Senior Wealth Planning Client Support Lead role. Plus, it’s a great way to show you’re serious about joining our team.
We think you need these skills to ace Senior Wealth Planning Client Support Lead (Flexible Working)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth planning and administration. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since this role involves delivering excellent customer service, make sure your application reflects your strong communication skills. Whether it’s through clear language or a friendly tone, let us see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about what we do!
How to prepare for a job interview at Schroders
✨Know Your Wealth Planning Stuff
Make sure you brush up on your knowledge of wealth planning and investment management. Familiarise yourself with common terminology and processes, as well as any recent trends in the industry. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Admin Skills
Since this role involves a lot of administrative support, be ready to discuss your experience with documentation and organisation. Prepare examples of how you've successfully managed paperwork or streamlined processes in previous roles. This will demonstrate your capability to handle the responsibilities of the position.
✨Customer Service is Key
Excellent customer service is crucial in this role, so think of specific instances where you've gone above and beyond for clients. Be prepared to share these stories during the interview to highlight your communication skills and dedication to client satisfaction.
✨Embrace Flexibility
Since the job promotes a flexible working environment, be ready to discuss how you manage your time and balance work with personal commitments. Share strategies that have worked for you in the past, showing that you can thrive in a flexible setting while still delivering results.
