Schroders Personal Wealth is seeking a Personal Wealth Adviser in Cambridge, UK, to provide holistic financial advice to clients. The role offers a competitive salary, performance-related bonuses, and access to a large client base through Lloyds Banking Group
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.
As a Personal Wealth Adviser, you believe that financial planning starts by understanding each client’s unique story, their goals and the life they want to build.
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.
Matching Summary
Match Score: 85
Schroders Personal Wealth is seeking a Personal Wealth Adviser in Cambridge, UK, to provide holistic financial advice to clients. The role offers a competitive salary, performance-related bonuses, and access to a large client base through Lloyds Banking Group.
Salary
Base: £65,000 - £75,000; 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 relationship building
Cash flow modelling
Regulatory requirements
Consumer Duty understanding
Nice-to-have
Client-led financial advice
Adaptable financial plans
Proactive market exploration
Flexible working schedule
Key Requirements
Level 4 Diploma qualified
Strong track record of delivering holistic financial advice