Wealth Planning Client Support Specialist

Schroders’ Cazenove Capital in London is seeking an experienced Wealth Planning Client Support Executive to provide proactive administration to Wealth Planners and Paraplanners, ensuring accurate new and existing client documentation.

You will pre-populate letters, obtain quotes, process applications, and support servicing tasks such as pensions, investment bonds, withdrawals and fees, while maintaining accurate records and a strong client-focused approach.

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