Schroders Personal Wealth
Chloe Franks is an experienced Salesforce professional currently serving as a Senior Salesforce Administrator at Schroders Personal Wealth since September 2023. With a robust background that includes positions as a Salesforce and Pardot Consultant at Bellis Tech, and a Salesforce Business Analyst at Micro Focus, Chloe has developed expertise in Salesforce consulting over several years, including roles at Kingsbridge Group, Alscient, and BrightGen. Prior to these specialized roles, Chloe held various marketing positions, including Marketing Data Analyst at Workshare and Marketing Automation Specialist at StatPro, which followed an academic foundation in International Business from Nottingham Trent University.
Schroders Personal Wealth
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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.