Schroders Personal Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and powerful for more people. As a New Client Adviser, you'll be at the forefront of welcoming new clients to Schroders Personal Wealth, helping them take the first steps in their financial planning journey.
Requirements
- Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable but not essential)
- Experience in providing financial advice to clients, with a strong track record of delivering quality service
- Proven experience in conducting client meetings and creating financial plans
- Strong knowledge across all areas of financial planning and regulatory requirements
- Excellent communication and presentation skills to ensure clients receive an excellent experience
- Open and welcoming to change, have exceptional problem-solving skills and an ability to stay focused in times of uncertainty
- Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment
- Strong organisational skills to manage a large and diverse task list to ensure we deliver great client journeys
Benefits
- Generous Holiday Entitlement
- Health & Wellbeing
- Company Pension Contribution
- Cash Allowance
- Bonus Opportunity
- Financial Advice
