Existing Relationship Adviser
Schroders Personal Wealth(1 month ago)
About this role
Schroders Personal Wealth seeks to make financial advice more affordable and accessible. The Existing Relationship Adviser role supports that mission by serving an established national client base as a trusted adviser, helping clients with long-term financial decision-making and strengthening multi-generational relationships.
Required Skills
- Client Management
- Financial Advice
- Cashflow Modelling
- Client Meetings
- Relationship Building
- Record Keeping
- Regulatory Knowledge
- Communication
- Problem Solving
- Organisation
+1 more
Qualifications
- Level 4 Diploma in Financial Planning
- Level 6 Diploma/Chartered Status (Desirable)
About Schroders Personal Wealth
spw.comPersonalised financial plans to help build a financial future for you and your family. Expert advisers to guide you through your journey. Find out more.
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