Job Type
Permanent
Closing Date
10/03/2026
Schroders Personal Wealth aims to improve the way financial advice is offered by making it more affordable, accessible, and powerful for more people. We want to change lives for the better.
Role
Client Services Transition Analyst
Type
Secondment opportunity until 31/12/2026
Location
National
Salary
National £38,154-£41,970
London: £44,502-£48,952
Transition Readiness & Delivery
* Support the operational readiness for transitioning work and clients from SPW to Lloyds Wealth.
* Ensure Client Services processes are suitable for rebranding, platform migration and future Lloyds Wealth operating models.
* Identify operational risks, dependencies and control impacts associated with transition activity, ensuring these are highlighted early and appropriately managed.
Process Ownership & Design
* Ensure current (“as is”) Client Services processes are up to date, identifying pain points, inefficiencies and risks.
* Contribute to shaping and influencing future (“to be”) processes to ensure they are operationally viable and aligned with Lloyds Wealth standards.
* Act as a Subject Matter Expert on practical operational considerations, challenging designs that introduce unnecessary complexity or risk.
Stakeholder Engagement & Influence
* Work closely with Change, Technology and Client Office teams on all transition‑related activity.
* Translate strategic change into clear operational impacts so colleagues understand what is changing, when and why.
* Provide clear, evidence‑based insight to stakeholders on readiness, sequencing and go‑live considerations.
Client & Colleague Experience
* Ensure client experience remains safe, consistent and compliant throughout transition activity.
* Support colleagues through change by providing clarity on roles, responsibilities and new ways of working.
* Partner with training and communications teams to ensure operational change is effectively embedded.
Governance & Assurance
* Support governance forums with accurate, timely insight on transition progress and readiness.
* Ensure appropriate controls, documentation and hand‑offs are in place ahead of key transition milestones.
* Escalate where transition activity poses a risk to client outcomes or service standards.
Essential Skills & Experience
* Strong operational background within Client Services.
* Deep understanding of end‑to‑end client journeys and operational risk.
* Ability to translate strategic change into practical, executable processes.
* Confident communicator with the credibility to work effectively with senior stakeholders.
Desirable
* Experience supporting rebranding or platform migration activity.
* Familiarity with large‑scale change environments or matrix organisations.
* Experience working closely with Technology or Change delivery teams.
What Success Looks Like
* Client Services transitions into Lloyds Wealth without disruption to clients or advisers.
* Operational processes are clear, well documented and future‑ready.
* Change initiatives land effectively because operational realities have been designed in from the outset.
* Stakeholders view Client Services as a trusted, proactive partner in transition rather than a downstream recipient.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Benefits
* Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
* Health & Wellbeing: Company‑paid Private Medical Insurance, Life Insurance, and Health Screening.
* Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
* Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including dental cover, paid sabbatical leave, gym membership, menopause support.
* Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service).
* Financial Advice: Access to free financial advice to help secure your financial future.
To find out more, please visit SPW rewards and benefits.
Flexible Working
We support flexible working: informal flexible hours, reduced hours, job sharing, work from home or hybrid arrangements.
Ready to Restart Your Career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
You Belong Here
At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo‑regulated firm. If this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
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