Personal Wealth Adviser
Schroders Personal Wealth(1 month ago)
About this role
A Personal Wealth Adviser at Schroders Personal Wealth helps clients establish their long-term financial goals and creates tailored financial plans to achieve them. The role involves providing holistic, ongoing financial advice to an established client base and identifying opportunities to onboard new clients. Advisers meet clients face-to-face and virtually while working within a collaborative team focused on client outcomes and professional development.
Required Skills
- Financial Planning
- Cashflow Modelling
- Client Relationships
- Communication
- Presentation Skills
- Regulatory Compliance
- Business Development
- Organisational Skills
Qualifications
- Level 4 Diploma in Financial Planning
- Level 6 Diploma (desirable)
- 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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