Sophie Worthington

Head Of Client Services - Onboarding at Schroders Personal Wealth

Sophie Worthington has over 18 years of experience in the financial industry. Sophie is currently the Head of Client Support at Schroders Personal Wealth since December 2021. Prior to that, Sophie served as the Head of Paraplanning at Sovereign Wealth, where they led a team of 10+ paraplanners and trainee financial advisors. Sophie was responsible for providing technical and compliance support to Sovereign's Financial Advisor function, overseeing various areas such as pension, investment, trust work, and overseas clients. Sophie also had accountability for the Defined Benefit transfer offering. Before their role at Sovereign Wealth, they worked as a Senior Paraplanner at THE CONSULTING CONSORTIUM LIMITED, where they produced reports for high net worth financial advisors and provided specialized expertise in inheritance tax, pensions, and investments. Sophie's previous experience includes positions such as Premier Relationship Manager at HSBC, Financial Planning Advisor at Banco Santander, Mortgage Manager at HSBC, Banking and Savings Advisor at Halifax, Agency Manager at Halifax, and Customer Advisor at Halifax. Throughout their career, Sophie has demonstrated strong leadership, technical expertise, and a dedication to delivering excellent customer service.

Sophie Worthington attended Bromsgrove School from 1992 to 1999, where they obtained A-Levels in four subjects and nine GCSEs, including English and Maths. Sophie then went on to study at The University of Sheffield from 1999 to 2003, graduating with a BA (Hons) degree in Business with East Asian History.

Location

Leeds, United Kingdom

Links

Previous companies


Org chart

No direct reports

Teams


Offices


Schroders Personal Wealth

5 followers

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.