Job Summary

• Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people.
• Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them.
• SPW colleagues enjoy a generous holiday entitlement, health and wellbeing benefits, and a company pension contribution.

Matching Summary

Salary

Base: Dependent on experience; Bonus/Equity: Over 20% of annual salary upon achieving minimum business targets, increasing with performance; Benefits: Company-paid Private Medical Insurance, Life Insurance, Health Screening, matched pension contribution up to 15%, flexible cash allowance

Skills & Requirements

Key Requirements

• Level 4 Diploma in Financial Planning
• Experience in holistic financial advice
• Experience conducting client meetings
• Familiarity with regulatory requirements
• Skilled in cash flow modelling
• Excellent communication skills
• Attention to detail
• Organisational skills

Work Rights