Schroders’ Cazenove Capital in London is seeking a capable Wealth Planning Assistant to support Wealth Planners in managing client planning needs. You will assist with the end-to-end advice process, draft suitability documentation, and help maintain strong client relationships.
The role offers flexible working with a focus on collaboration, professional development, and ensuring compliant advice processes within a leading wealth management group.
#J-18808-LjbffrWealth Planning Paraplanner employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
