Wealth Planning Client Support Specialist - Flexible

Schroders; City Of London; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Flexible working

Competitive pension

Job summary

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.

Qualifications

• Experience in a wealth planning environment and handling client documentation.
• Strong communication skills with internal and external stakeholders.
• Proactive, accurate administrator with attention to detail.

Responsibilities

• Prepare and pre-populate documentation for client letters and suitability reports.
• Obtain quotes and provider illustrations to support research.
• Process new business applications and manage cases end-to-end.
• Deliver core servicing activities aligned to client needs and objectives.
• Maintain accurate records on the back-office system and ensure compliance.

Skills

Wealth Planning

Client Support

Documentation

Attention to detail

MS Office

Education

GCSEs including English and Maths

Tools

Microsoft Office

Job description

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.