Client Communications And Collateral Executive

Schroders Personal Wealth

National
Base: £60,000-£65,000; bonus/equity: bonus opportu...
Hybrid
Financial promotions framework
Client and adviser communications
Regulatory requirements
As a Client Communications & Collateral Executive, you will play a key role in supporting the firm’s Financial Promotions framework, helping to ensure that all client and adviser facing communications meet regulatory requirements while remaining clear, engaging and effective

Job Summary

  • As a Client Communications & Collateral Executive, you will play a key role in supporting the firm’s Financial Promotions framework, helping to ensure that all client and adviser facing communications meet regulatory requirements while remaining clear, engaging and effective.
  • The successful candidate will combine strong writing and editing capability with sound regulatory awareness.
  • Schroders Personal Wealth offers a range of benefits including generous holiday entitlement, private medical insurance, company pension contribution, and a flexible cash allowance.

Matching Summary

As a Client Communications & Collateral Executive, you will play a key role in supporting the firm’s Financial Promotions framework, helping to ensure that all client and adviser facing communications meet regulatory requirements while remaining clear, engaging and effective.

Salary

Base: £60,000-£65,000; Bonus/Equity: Bonus Opportunity; Benefits: Generous Holiday Entitlement, Private Medical Insurance, Life Insurance, Health Screening, Company Pension Contribution, Cash Allowance, Bonus Opportunity, Financial Advice

Skills & Requirements

Must-have

  • Financial Promotions framework
  • Client and adviser communications
  • Regulatory requirements
  • Writing and editing capability
  • Content development

Nice-to-have

  • Pragmatic, proportionate approach to risk
  • Collaborative working style
  • Support team capability
  • Flexible working support

Key Requirements

  • Experience with Financial Promotions requirements
  • Practical front-line review and sign-off
  • Strong writing and editing skills
  • Attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter