Personal Wealth Adviser
Schroders Personal WealthCardiff, Wales, United Kingdom
Posted March 31, 2026
65000 - 80000 GBP
Full Time
About the Company
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people.
Job Description
We're looking for a Personal Wealth Adviser to join our team at Schroders Personal Wealth. As a Personal Wealth Adviser, you'll deliver holistic, client-led financial advice to new and existing clients, using cash flow modelling and financial planning tools to provide clear, insightful advice. You'll have the backing of the largest banking group in the UK and access to a range of business development strategies and expertise to proactively explore the market and onboard new clients.
Requirements
- Level 4 Diploma qualified (Chartered / Level 6 welcome but not essential)
- A strong track record of delivering holistic financial advice
- Experience building lasting client relationships and generating repeat/referral business
- Confidence in conducting client meetings and creating tailored financial plans
- Strong understanding of regulatory requirements, including Consumer Duty
- Experience using cashflow modelling to support robust advice recommendations
Benefits
- Generous Holiday Entitlement
- Health & Wellbeing
- Company Pension Contribution
- Cash Allowance
- Bonus Opportunity
- Financial Advice