Schroders' Cazenove Capital in London is seeking an experienced Wealth Planning Client Support Executive to provide proactive administration to Wealth Planners and Paraplanners, ensuring accurate new and existing client documentation.
You will pre-populate letters, obtain quotes, process applications, and support servicing tasks such as pensions, investment bonds, withdrawals and fees, while maintaining accurate records and a strong client-focused approach.
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Wealth Planning Client Support Specialist 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.
