Personal Wealth Adviser
Schroders Personal Wealth(1 month ago)
About this role
A Personal Wealth Adviser at Schroders Personal Wealth provides personalised financial planning and advice to help clients define and achieve their long-term financial goals. The role supports both existing and prospective clients through face-to-face and virtual meetings, building lasting relationships and delivering tailored financial plans. Advisers work within a regulated wealth management environment focused on client outcomes and professional development.
Required Skills
- Financial Planning
- Cashflow Modelling
- Relationship Building
- Client Meetings
- Communication
- Business Development
- Regulatory Knowledge
- Organisational Skills
Qualifications
- Level 4 Diploma in Financial Planning
- Level 6 / Chartered (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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