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.