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Exisiting Client Adviser

Job description

  • As Schroders Personal Wealth develops to deliver on its bold medium term ambition to become a top 3 wealth planning firm in the UK, an exciting career opportunity has become available.

As a key member of the regional team, the Existing Relationship Adviser is responsible for delivering a proactive and outstanding customer experience and on-going advice services to our established client base. To develop additional advice and business development opportunities with these clients. This includes advising through the family generations and gaining referrals.
Could you help our clients plan for their future through the creation of a personalised financial plan?
Could you help us build our business as we endeavour to shape the future of financial planning?
The role
Our local hubs need exceptional people who are customer driven team players and who are excited by the opportunities this presents. You'll be motivated to contribute to a busy and thriving team in order to deliver exceptional customer service to our new and existing clients. We're looking for energetic professional people who are excited by the difference they can make.
What you'll be doing

    • Talking to existing customers and building out additional business and referrals from that customer base
    • Managing and building a designated portfolio of client relationships and introductions, identifying and addressing clients' financial needs
    • Own the client relationship, being the focal point for orchestrating the delivery of excellent ongoing service which is first in class
    • Building the business by leveraging opportunities within existing client for referrals and intergenerational activity
    • Establishing links with introducers, both internal and external
    • Managing a designated portfolio of ongoing client relationships and increasing your book by taking on recently acquired clients introduced from the wider hub team

Your qualifications and experience

    • Level 4 diploma qualified
    • Experience of giving financial advice
    • A genuine desire to help others achieve their goals.

Open and welcoming to change you will have exceptional problem-solving skills and an ability to stay focused in times of uncertainty. You will seek to develop personal capability and knowledge and maintain a full understanding of the wider marketplace and industry shifts.
You'll show commitment to living the SPW values, behaviours and meeting the code of responsibility. You will also ensure your SPS is up to date and professional competencies meet the requirements of your professional institute and SPW's t&c approach.
You belong here
At Schroders Personal Wealth, we welcome all. All colours, cultures, genders, beliefs, religions, ages, people.
We depend on the unique approaches of our team members to help us meet our ambitions.
We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.
Work in a way that works for you
When it comes to flexible working, we'll do our best to accommodate your needs with our flexible working policy. Please enquire in your interview.
What we'll give you
You can expect a career that's full of opportunity and support to help you develop. We offer a competitive total reward package, which means you share in the success you help create.

    • A market leading defined contribution pension scheme
    • An additional 4% of your annual salary in a flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash
    • 25 days holiday allowance plus bank holidays
    • An incentive scheme, based on the company's performance and your contribution to it

About us
Schroders Personal Wealth combines over 400 years of expertise from Lloyds Banking Group and Schroders plc, two leading British companies partnering to bring financial planning services to more people in the UK.
Our focus is on the personal relationship we develop with our customers, underpinned by leading edge technology, multi-channel customer reach and global investment expertise.
We aim to become a top UK financial planning business within five years. Would you like to be part of making this possible?
Join us
Does this sound like a role that you'd like to know more about? If like us, you're more motivated by customers than by targets and you'd thrive in a culture that is values and client led - then we'd love to hear from you.
Schroders Personal Wealth operates under the Senior Managers and certification regime as a solo-regulated firm and this role is classed as a Certified Role under that regime. This means that to undertake this role you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
Our ethos is to provide equal opportunities to all and to ensure we represent the communities we serve.
If like us, you're more motivated by customers than by target and you'd thrive in a culture that is values and client led - come and talk to us. Select the apply button to start the conversation.

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