This job is no longer accepting applications.
Client Communications and Collateral Executive
Schroders Personal WealthLondon, England, United Kingdom • Birmingham, England, United Kingdom • Exeter, England, United Kingdom • City of Edinburgh, Scotland, United Kingdom • Manchester, England, United Kingdom • Leeds, England, United Kingdom • Cardiff, Wales, United Kingdom • Bristol, England, United Kingdom • Oxford, England, United Kingdom
Posted March 23, 2026
60000 - 65000 GBP
Full Time
About the Company
Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.
Job Description
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. The Client Communications & Collateral Executive role will support the firm’s Financial Promotions framework, ensuring client and adviser facing communications meet regulatory requirements while remaining clear, engaging and effective.
Requirements
- Experience working with Financial Promotions requirements within a regulated environment
- Strong writing and editing capability, with experience creating and refining clear, engaging and compliant client and adviser communications
- Confidence providing constructive feedback on content quality and compliance considerations
- Strong attention to detail, with a pragmatic, proportionate approach to risk
- Collaborative working style, with the ability to support team capability through knowledge sharing
- Highly organised, able to manage multiple priorities while maintaining high content standards
Benefits
- Generous Holiday Entitlement
- Health & Wellbeing
- Company Pension Contribution
- Cash Allowance
- Bonus Opportunity
- Financial Advice