New Client Adviser

Schroders

National
National: £63,482 - £69,830; london: £74,044- £81,...
Hybrid
Holistic financial planning advice
Client onboarding and initial interactions
Building trusted client relationships
Schroders Personal Wealth aims to improve financial advice by making it more affordable, accessible, and powerful for more people

Job Summary

  • Schroders Personal Wealth aims to improve financial advice by making it more affordable, accessible, and powerful for more people.
  • The New Client Adviser will focus on onboarding new business, providing holistic financial planning advice, and managing clients through their initial interactions.
  • Benefits include generous holiday entitlement, private medical insurance, life insurance, health screening, company pension contribution, and a flexible cash allowance.

Matching Summary

Schroders Personal Wealth aims to improve financial advice by making it more affordable, accessible, and powerful for more people.

Salary

National: £63,482 - £69,830; London: £74,044- £81,448; Bonus Opportunity: Dependent on individual/company performance

Skills & Requirements

Must-have

  • Holistic financial planning advice
  • Client onboarding and initial interactions
  • Building trusted client relationships
  • Industry trends and regulatory changes
  • Consumer Duty responsibilities

Nice-to-have

  • Empathy, professionalism, and care
  • Collaborative and forward-thinking team
  • Open and welcoming to change
  • Exceptional problem-solving skills
  • Support for returning to work

Key Requirements

  • Level 4 Diploma in Financial Planning
  • Experience providing financial advice
  • Proven client meeting and financial planning experience
  • Strong knowledge of financial planning and regulations
  • Excellent communication and presentation skills

Work Rights

Not specified

Tailored Resume

Cover Letter