Personal Wealth Adviser
Schroders Personal Wealth(1 month ago)
About this role
A Personal Wealth Adviser at Schroders Personal Wealth helps clients define their immediate and long-term financial goals and creates tailored financial plans to achieve them. The role supports both existing and new clients through face-to-face and virtual meetings, providing ongoing guidance and technical analysis. Advisers work within a regulated environment and are expected to maintain professional standards and continuous development.
Required Skills
- Financial Advice
- Financial Planning
- Client Relationships
- Cash Flow Modelling
- Business Development
- Portfolio Management
- Regulatory Compliance
- Communication
- Presentation Skills
- 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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