Existing Relationship Adviser
Schroders Personal Wealth(1 month ago)
About this role
Schroders Personal Wealth is a wealth management firm focused on making financial advice more affordable and accessible. The Existing Relationship Adviser is a client-facing role supporting an established client base by providing ongoing, holistic financial guidance and helping maintain long-term client relationships within a regional team.
Required Skills
- Financial Planning
- Client Meetings
- Portfolio Management
- Cashflow Modelling
- Regulatory Knowledge
- Communication
- Problem Solving
- Detail Orientation
- Organisation
- Relationship Management
+1 more
Qualifications
- Level 4 Diploma in Financial Planning
- Level 6 Diploma (Desirable)
- 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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