Who we’re looking for
We’re looking for an experienced Wealth Planning Client Support Executive to provide initiative-taking and efficient administration support to our Wealth Planners and Paraplanners. The Wealth Planning Client Support role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners, ensuring that all new business documentation is accurate and processed in line with agreed service standards, as well as customer service excellence for new and existing clients.
About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
About Schroders, our parent company
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
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.
The team
We are one of the largest UK-based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long-term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.
What you’ll do
Prepare and pre-populate documentation for client recommendation letters, suitability reports and related forms.
Obtain quotes and provider illustrations to support research and review.
Process new business applications through provider portals, email and post, managing cases from submission through to completion in line with agreed service standards, operational procedures and workflow controls.
Deliver core servicing activities aligned to client needs and objectives, including (for example) surrenders, withdrawals and income payments.
Submit letters of authority to product providers, follow up promptly, and ensure requested information is received and accurately recorded.
Liaise regularly with product providers (onshore and offshore) to obtain case updates and progress actions.
Support team projects and contribute to data management and reporting as required.
Check, reconcile and proactively follow up on outstanding fees and commission items in an appropriate and timely manner.
Complete day-to-day administrative tasks, including opening and distributing post, scanning and uploading documents, capturing and updating client information, and maintaining accurate records on the back-office system in line with internal processes.
Maintain a clear understanding of role requirements from both a Schroders and regulatory perspective.
Carry out all client administration in line with compliance guidance, central policies and updates, and departmental standard operating procedures.
Keep Wealth Planners informed of relevant client developments, risks and actions required.
Participate in regular team meetings and communicate effectively with Team Heads, escalating issues, risks or concerns that may affect delivery.
The knowledge, experience and qualifications you need
Experience working within a wealth planning environment, with a good understanding of pensions, investment bonds (onshore and offshore), VCT and EIS tax-efficient products, and protection (including life cover).
Strong communication skills, with the ability to work effectively with a range of internal and external stakeholders.
Experience supporting clients, responding to enquiries in a professional, welcoming and timely way, and consistently delivering excellent service.
GCSEs (or equivalent) including English and Mathematics at grade A–C/9–4 (or equivalent).
Confident IT skills, particularly across Microsoft Office.
Strong administrative capability, with high accuracy and attention to detail.
What you’ll be like
Maintains high professional standards and a focus on quality outcomes.
Takes a proactive approach to learning new processes and procedures, and shares knowledge with colleagues when needed.
Prioritises effectively, works well under pressure and meets deadlines.
Works confidently both independently and collaboratively across teams.
Brings a positive, initiative-taking mindset, with enthusiasm and curiosity.
Demonstrates ownership and follow-through, managing tasks end to end with care and diligence.
Applies strong case management discipline, keeping clear notes that capture progress updates, timelines and a robust audit trail through to completion.
The knowledge, experience and qualifications that’ll help
Higher Education qualification preferred
Working towards industry related qualifications or considering working towards these to continue professional development
We recognise potential, whoever you are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
About Us
Skills Required
- Experience working within a wealth planning environment
- Understanding of pensions, onshore and offshore investment bonds, VCT and EIS tax-efficient products, and protection products including life cover
- Strong communication skills and ability to work with internal and external stakeholders
- Experience supporting clients and responding to enquiries professionally and promptly
- GCSEs or equivalent, including English and Mathematics at grades A-C or 9-4
- Confident IT skills, particularly Microsoft Office
- Strong administrative capability with high accuracy and attention to detail
- Higher Education qualification
- Working toward or willingness to work toward industry-related qualifications
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
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Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
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Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
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Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
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