A new venture such as this doesn't happen very often and the local hubs need experienced and exceptional Paraplanners who are customer driven team players and are excited by the exceptional opportunity this presents.
The role holder will be motivated to contribute to a busy and thriving local hub environment in order to deliver exceptional customer service to our new and existing clients
* 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. You will need to: * 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 Personal Wealth 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.