Personal Wealth Support Associate

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Job description

Would you enjoy helping create a dynamic culture focussed on client service?

Could you help us build our business as we endeavour to shape the future of Financial Planning?

The role

As first point of contact for our clients you will be at the heart of the relationship using various communication techniques all from the busy and dynamic Regional Hub. Understanding how you can help both our existing and potential clients, then finding the best route or solution for them, whether it be proactive or client led will be the focus of your role. Ensuring that you remain on the Clients agenda, whilst highlighting opportunities is fundamental.

What you'll be doing

• Understanding customer's needs, aspirations and concerns to ensure they are provided with the right type of personalised support or service.

• Building rapport quickly and conversing easily and professionally with clients and colleagues.

• Explaining the Financial Advice process and the service proposition which is offered by our team of highly skilled professional Advisers and being able to understand how best we can help new and existing clients.

• Managing the diary of the advisors using your judgment to prioritise in order to achieve the optimum time effectiveness for them to be able to meet client demand

• Gathering, analysing and providing information ahead of client meetings ensuring the advisors have everything they need

• Actioning incoming client queries via digital channels, e mail, telephone and post, deciding on priorities, actions and solutions

• Accomplishing work objectives and tasks by determining own work schedule, coordinating with the Personal Wealth Support Lead if escalation is necessary

• Actioning customer complaints resolving at first touch or escalating if appropriate.

• Understanding how to identify day to day risks and how to escalate

Your qualifications & experience

You will be adept at working with various systems or demonstrate the ability to learn quickly so you can update and record information working to set policy and procedures. The role will require you to be able to work in a fast paced environment and have the disposition to adopt and adapt to change quickly. You will need the ability to maintain strict confidentiality and to work collaboratively both with your regional hub and others in the business.

This role is covered by a Training and Competence Scheme.

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.