Personal Wealth Adviser

Schroders Personal Wealth

Maidstone, United Kingdom
Base: £65,000 - £80,000 + ; bonus/equity: uncapped...
On-site
Holistic financial advice
Client-led financial planning
Cash flow modelling
Schroders Personal Wealth is seeking a Personal Wealth Adviser to join their team in Maidstone, UK. The role emphasizes delivering holistic financial advice to clients, utilizing the support of the Lloyds Banking Group to drive business development without starting from scratch

Job Summary

  • Deliver holistic, client-led financial advice to new and existing clients, both face-to-face and virtually, taking the time to build a personalised financial plan that reflects their aspirations and adapts as their life evolves.
  • You’ll have the backing of the largest banking group in the UK as you utilise a range of business development strategies and expertise to proactively explore the market to onboard new clients, including servicing a constant flow of leads from the wider Lloyds Banking Group.
  • Access one of the UK’s largest client ecosystems, with a constant stream of leads and referrals to the Wealth business, alongside career development support, flexibility, and uncapped bonus opportunities.

Matching Summary

Match Score: 85

Schroders Personal Wealth is seeking a Personal Wealth Adviser to join their team in Maidstone, UK. The role emphasizes delivering holistic financial advice to clients, utilizing the support of the Lloyds Banking Group to drive business development without starting from scratch.

Salary

Base: £65,000 - £80,000+; Bonus/Equity: uncapped performance-related bonus; Benefits: 30 days holidays, Private Medical, Life Insurance, matched pension up to 21%

Skills & Requirements

Must-have

  • Holistic financial advice
  • Client-led financial planning
  • Cash flow modelling
  • Business development strategies
  • Client relationship building
  • Regulatory requirements including Consumer Duty

Nice-to-have

  • Chartered or Level 6 qualification
  • Proactive market exploration
  • Adaptable to evolving client needs

Key Requirements

  • Level 4 Diploma qualified
  • Strong track record of delivering holistic financial advice
  • Experience building lasting client relationships
  • Confidence in conducting client meetings
  • Strong understanding of regulatory requirements
  • Experience using cashflow modelling

Work Rights

Not specified

Tailored Resume

Cover Letter