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© All Rights Reserved. ApplyBlast.com
Lloyds Wealth
A Paraplanner at Schroders Personal Wealth prepares client-facing financial planning recommendations and suitability reports, translating technical advice into clear, client-friendly language while ensuring regulatory standards are met. The role supports financial advisers and contributes to improving the overall client experience within a collaborative wealth-management environment.
Headquarters
London, England, United Kingdom
Company Size
501-1000 employees
Founded
2019
Personalised financial plans to help build a financial future for you and your family. Expert advisers to guide you through your journey. Find out more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lloyds Wealth.
Lloyds Banking Group acquires remaining stake in Schroders Personal Wealth
Oct 9, 2025
