Client Services Associate - Onboarding - RW
Schroders Personal Wealth(24 days ago)
About this role
A Report Writer at Schroders Personal Wealth produces regulated financial advice reports and supports client onboarding from a regional hub. The role works closely with Personal Wealth Advisors to prepare documentation, ensure compliance with regulatory requirements, and facilitate a smooth client onboarding experience. It aims to make financial planning recommendations clear for clients while maintaining accuracy and adherence to company standards.
Required Skills
- Report Writing
- Financial Planning
- Regulatory Compliance
- Quality Check
- Data Input
- Account Fulfilment
- Customer Service
- Continuous Improvement
- Documentation
- Communication
Qualifications
- R01
- Level 4 Diploma in Financial Planning
About Schroders Personal Wealth
spw.comPersonalised financial plans to help build a financial future for you and your family. Expert advisers to guide you through your journey. Find out more.
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