Wealth Planning Client Support Specialist

Schroders Group

Greater London

Hybrid

GBP 25,000 - 35,000

Full time

4 days ago

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Job summary

Schroders Group in London is seeking a Wealth Planning Client Support Executive to provide proactive administrative support to Wealth Planners and Paraplanners, ensuring accurate new business documentation and high-quality client service. The role involves handling client communications, processing applications and maintaining records in line with service standards.

You will work closely with the wealth planning team, gaining exposure to pensions, investment bonds, and insurance products, while

Qualifications

Experience working within a wealth planning environment.
Knowledge of pensions, investment bonds and protection products is advantageous.
Strong communication skills and ability to liaise with multiple stakeholders.

Responsibilities

Prepare and pre-populate documentation for client letters, suitability reports and related forms.
Process new business applications through provider portals, email and post.
Deliver core servicing activities aligned to client needs, including surrenders, withdrawals and income payments.
Submit letters of authority and follow up to ensure information is recorded.
Liaise with product providers for case updates and progress actions.
Support data management and reporting for the team.