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Job Description Summary Schroders Personal Wealth is a new business serving wealth planning needs for mass affluent and affluent clients. It is jointly owned by Lloyds Banking Group and Schroder Plc, bringing together the inherent strengths across both organisations to deliver on a bold medium term ambition to become a top 3 wealth planning firm in the UK.
This role presents an exciting opportunity to join the business at its inception and actively contribute to the development of its proposition and products. The role sits in the Product and Proposition department within the Commercial function. Location is open to discussion.
We are looking to welcome an experienced Fund Administrator to set up our own fund range. We are looking for someone with substantial experience in this area, including knowledge of segregated mandates and asset transition. A passion for product development and someone who is a natural "go to person" is a must.
Supporting the CCO within our Product and Proposition department, this role will actively contribute to the development of our (Schroders Personal Wealth) proposition and products through taking responsibility for the set-up of our own fund range.
The role holder will co-ordinate the creation of our fund range and be responsible for its on-going governance, including value for money assessments and overseeing fund literature to ensure we clearly articulate our philosophy to clients.
What you'll be accountable for:
Supporting new business and fund launches
Identify opportunities for new funds that meet client and business needs
Drive manufacture and delivery of our fund range
Deliver new business initiatives as directed by senior management
Assess operational impact and requirements of fund launches
Work with internal and external stakeholders to ensure smooth implementation of any new products or processes
Ensure fund literature including KIDS, prospectuses and marketing material is client friendly and meets regulatory requirements
Target market assessment and investor profiling
Ensure all funds are fully compliant with relevant regulations
Ensure product governance routines are undertaken appropriately using analytical and other tools to ensure good client outcomes are being delivered
Present at appropriate governance forums as required
Establish and build relationships with stakeholders to support the provision of quality and timely information and analysis to inform business decisions
Maintain relationships with internal and external stakeholders to ensure fund activity is meeting regulatory requirements
Oversight of distribution processes across all funds
Responsibility for the production and circulation of client reporting
Represent the team within the wider organisation and advise on new initiatives
What you'll have:
Extensive experienced of Fund Administration, including the end to end set up of fund products
Deep understanding of regulatory requirements and best practices in Fund Administration
Substantial experience in this area, including a deep knowledge of segregated mandates and asset transition
Experience in taking a fund concept to launch, including overseeing fund literature to ensure we clearly articulate our philosophy to clients.
Passion for product development
Natural 'go to person'
Strong verbal and written communication skills, with the ability to make the complex simple
High level of numeracy
Good interpersonal skills and stakeholder management
Planning, organising and prioritisation
You'll also receive a package that includes
Cash sum of 4% which you can exchange for a variety of benefits or simply take the cash
30 days holiday
Are you interested in joining us? Apply today, we'd love to hear from you...
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities.With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Internal Number: 6556219
About Lloyds Banking Group
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