Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.
Open Positions
Proposition Senior Manager
Degree level qualification, proven experience in end to end proposition management, strong commercial and analytical capability
Personal Wealth Adviser
4-year diploma in finance, strong track record of financial advice delivery, and building lasting client relationships
Personal Wealth Adviser
5 years of experience and a Level 4 Diploma qualification required
Adviser Training and Transition Manager
Strong experience in training delivery, Level 4 qualification, coaching or supporting financial advisers, training & transition expertise, personal attributes
Advice Quality Manager
Qualified to at least QCF Level 4, strong stakeholder engagement, problem-solving, excellent communication, coaching, and external financial awareness
Personal Wealth Adviser
Experience in delivering holistic financial advice, building client relationships, and using cashflow modelling
New Client Adviser
Level 4 Diploma in Financial Planning, experience in financial advice, strong communication skills
Business Delivery Manager - Retail Referrals
Business ownership, leadership, communication, and project management skills are required for this role
Senior Business Continuity Manager
Strong experience in Business Continuity and/or Operational Resilience within Financial Services, background in banking, insurance, wealth and/or asset management, and demonstrable experience supporting UK Operational Resilience
Personal Wealth Adviser
4+ years of experience in financial advice, Level 4 Diploma qualification, and strong client relationship building skills
+12 More Jobs Available!
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