New Client Adviser
Schroders Personal Wealth(2 months ago)
About this role
A New Client Adviser at Schroders Personal Wealth focuses on onboarding new clients—mainly referrals from Lloyds Banking Group—providing holistic financial advice and supporting clients through their initial interactions. The role is part of the national Financial Planning team and emphasizes client-focused, empathetic guidance to help clients begin their financial planning journey.
Required Skills
- Financial Planning
- Client Service
- Client Meetings
- Relationship Building
- Communication
- Regulatory Knowledge
- Problem Solving
- Organisation
- Presentation Skills
Qualifications
- Level 4 Diploma in Financial Planning
- Level 6 / Chartered Status (desirable)
- Statement of Professional Standing (SPS)
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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