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 plans to achieve them. The role involves delivering advice through face-to-face and virtual meetings, supporting an established client base while identifying opportunities to onboard new clients. You will work within a collaborative team with development support and have opportunities to earn a performance-related bonus.
Required Skills
- Financial Planning
- Cash Flow
- Client Relations
- Communication
- Presentation
- Business Development
- Regulatory Compliance
- Organisation
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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