Para Planner

Schroders Personal Wealth
Cambridge, United Kingdom
23 Apr 2022
19 May 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Are you an experienced Paraplanner looking for a new challenge?

This could be the role for you!

Your Responsibilities
  • Responsible for creating financial planning recommendations in a way that is understood by our clients whilst meeting regulatory requirements all from a busy and dynamic Regional Hub.
  • Ensure that the advice and financial reports satisfy the internal requirements of Schroders Personal Wealth and external regulatory requirements.
  • Follow the businesses procedures thus ensuring that the business risk is kept to a minimum. Quality check reports for self and colleagues as required.
  • Able to provide and produce financial reports for the full range of products sold by the New Client Advisers and Existing Relationship Advisers.
  • Effective administration as required, monitor and carry out regular designated procedures accurately and promptly.
  • Ensure validation and correct input of information onto relevant systems.
  • Take responsibility for incoming enquiries, requests and instructions from internal/external clients and provide a timely response.
  • Carry out and/or assist with additional tasks as required by your line manager and carry out special takes and projects as required.
  • Provide outstanding customer service and portray an excellent image to all clients including internal customers and proactively manage the client experience.
  • Actively search for and participate in continuous improvement ideas to improve processing methods and associated procedures to proactively manage the client experience.
  • Actively search for and participate in continuous improvement ideas to improve processing methods and associated procedures to optimize productivity and improve customer service.
  • Ensure that the firm is not put in a position of unacceptable risk or liability.
  • Maintaining up to date personal development plan and adhere to the training & competence scheme for the role.
  • Understand and contribute towards a high-performance culture.
  • It is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation.

You belong here

At Schroders Personal Wealth, we welcome all. All colours, cultures, genders, beliefs, religions, ages, people.

We depend on the unique approaches of our team members to help us meet our ambitions.

We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.

Work in a way that works for you

When it comes to flexible working, we'll do our best to accommodate your needs with our flexible working policy. Please enquire in your interview.

What we'll give you

You can expect a career that's full of opportunity and support to help you develop. We offer a competitive total reward package, which means you share in the success you help create.
  • A market leading defined contribution pension scheme.
  • An additional 4% of your annual salary in a Flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash.
  • 25 days holiday allowance plus bank holidays.
  • An incentive scheme, based on the company's performance and your contribution to it.

About us

Schroders Personal Wealth combines over 400 years of expertise from Lloyds Banking Group and Schroders plc, two leading British companies partnering to bring financial planning services to more people in the UK.

Our focus is on the personal relationship we develop with our customers, underpinned by leading edge technology, multi-channel customer reach and global investment expertise.

We aim to become a top UK financial planning business within five years. Would you like to be part of making this possible?

Join us

Does this sound like a role that you'd like to know more about? If like us, you're more motivated by customers than by targets, and you'd thrive in a culture that is values and client led - then we'd love to hear from you.

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