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About Schroders
We're a global investment manager. We help institutions, intermediaries, and individuals worldwide invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 5,000 people on six continents. And we've been around for over 200 years, but we keep adapting as society and technology change. What doesn't change is our commitment to helping our clients and society prosper.
The base
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.
Team Overview
The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This incorporates all aspects of regulated advice, including pensions, tax advice and general guidance on financial issues. The Wealth Planning proposition is core to the wealth management offering and is often the starting point for new clients of the business.
What you'll do
* Work as part of a team assisting Wealth Planners in managing clients' planning needs and solutions;
* Be an additional point of contact when the Wealth Planners are not available and develop relationships of trust with the clients;
* Attend client meetings with the Wealth Planner, on occasion, to broaden your understanding of the advisory process and to strengthen relationships with clients;
* Take responsibility for the timely drafting of client reason-why letters;
* To assist the Wealth Planners in assessing and researching options and solutions for clients;
* Handle other administrative duties promptly. This would include letters, new client take-on forms, preparation of advisory correspondence / annual reviews and assisting with proposal preparation;
* To react to all client-related enquiries in a timely manner and maintain a record of responses;
* Deal with insurance companies, as required, to obtain client policy information or new illustrations and product information;
* Check that new business and client files are compliant and in line with Cazenove Capital's procedures;
* Work closely with the Wealth Planning support team and delegate administrative work as required;
* Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable and
* Embody the core Schroders'values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.
The knowledge, experience and qualifications you need
* Good working knowledge of Microsoft Word, Excel and PowerPoint;
* A keen interest in and a good understanding of the Wealth Management and financial planning industries;
* Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base;
* FCA approved Level 4 RDR compliant qualification in financial planning or equivalent
The knowledge, experience and qualifications that will help
* Familiarity with the fund management, professional advisory, IFA or life company industry;
* Minimum 3 'A' levels or equivalent;
* Good understanding of Intelliflo Office and The Exchange.
What you'll be like
* Professional, organised and motivated self-starter;
* Presentable with a client-facing demeanour;
* Strong interpersonal and verbal/written communication skills;
* Excellent analytical ability;
* High level of numeracy;
* Ability to form strong working relationships with colleagues at all levels;
* Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.
We're looking for the best, whoever they are
Schroders is an equal opportunities employer. You're welcome, whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.
Company
As an investment manager we make decisions every day on behalf of savers and investors around the world. They depend on our broad investment expertise, across private and public markets to manage: £731.6 billion (€871.3 billion/$990.9 billion)* of wealth and investments. We help them achieve their long-term financial goals – and make a positive impact in the world.
Over the years, we’ve perfected investing in our people
We’ve built a stellar reputation for our work and unique culture. Our secret? We’ve picked the best people for the job, and given them the opportunities and tools to thrive.
So it’s no surprise that 96% of us say that we’re proud to work at Schroders. And why we repeatedly have made it into LinkedIn’s top 25 places to work.
You don’t just get a job here – you can fulfil your career ambitions
Once you’re part of our team, our global learning and mentoring platforms help you hone your expertise and keep developing. We’re big on mobility – so many people find their next job at Schroders, too, moving up and across the business to build a fulfilling career.
Inclusion is more than a buzz word
It’s part of everything we do. We’ve built a culture where people can bring their whole selves to work, and we welcome unique perspectives. We also set trackable goals to improve representation across the board wherever we fall short.
We’ve made inclusion a conscious choice at every step
Our vision is for our people to reflect the diversity of the communities we live and work in. And for everyone to feel they truly belong at Schroders.
Our industry-leading flexible working charter is central to inclusion, opening up opportunities for everyone. We shape our recruitment and retention processes to help spot and reduce the impact of biases, and create a level playing field for underrepresented groups, for example through mentoring schemes. And we constantly review our policies and benefits to make sure they are fair and supportive of our diverse teams.
We take a local-led approach to improving inclusivity
Everyone’s at a different stage of their inclusion journey – with cultural and local practices to consider. So we listen to our employees through pulse surveys and collect diversity data so we can identify areas for improvement, and maximise impact through local initiatives.
Our partnerships - such as with RecruitMilitary in the US, the Technology in Finance Immersion Programme in Singapore, and the Investment 20/20 in the UK, to name a few - broaden our outreach and help us create a lasting impact.
Driving inclusion at Schroders**
As a Disability Confident employer and a member of the global Valuable 500 initiative, we’ve partnered with a disability-specialist organisation to conduct an audit and provide recommendations on how to make our recruitment processes more accessible to potential candidates with a disability.
We’re excited to continue our partnership with the Snowdon Trust following the success of our first paid work placements for individuals with a disability in February 2021.
Our passionate people lead the way
Our employee-led inclusion networks support our grassroots approach to building an inclusive culture. These create space for networking, celebrating our differences, and raising awareness of challenges that under-represented groups face.
Our WorkAbility employee-led inclusion network aims to educate employees, champion accessibility, and provide a supporting network for those affected by disability or long-term health conditions.
Case Study
Claudia Buffini, Corporate Responsibility Advisor, who was born profoundly deaf. Claudia’s role involves working with many different charities, championing causes she’s really passionate about and embedding a culture of inclusion.
So who better to tell us about why inclusion matters and how she feels included in the workplace. Watch the one minute video:
Transparency around our progress holds us to account
Inclusion is everyone’s business. There’s still a long way to go, so we use what we know to help the firms we invest in to accelerate change together across the industry and beyond. It’s important for us to be open about the high standards we set for ourselves, and to hold the companies we invest in to account.
And we offer a world of wellbeing at work
Looking after our people is always first on our list. We hold regular events supporting mental and physical wellness. And our global employee assistance programme is on hand offering free, independent, and confidential support.
And we offer flexible working and locally-relevant benefits
At Schroders, everyone works flexibly and has access to our global learning platforms and opportunities and our best-practice framework for mental health and wellbeing at work. We are also constantly reviewing and evolving our policies to suit an ever-changing set of needs and family set–ups.
We’re recognised for our inclusive workplace
We’re proud to be recognised as Large Employer of the Year at the prestigious FTAdviser Diversity in Finance Awards, and are continually included in the Bloomberg Gender Equality Index and among the Top 75 employers of the Social Mobility Index.
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