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New Client Adviser

Job description

As one of the most exciting financial services companies in the UK, Schroders Personal Wealth have a career opportunity for a dynamic, client service focused New Client Adviser.

The hubs needs exceptional people who are customer driven team players.

You'll 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 opportunities this presents and the difference they can make.

As an experienced Adviser we help you with your professional and personal development by supporting training and development opportunities and funding your professional qualifications.

If you are attracted to joining a growing business with significant growth aspirations, a unique employed Adviser model, supported by industry leading technology and parentage that provides expertise in both asset management and access to leads across the UK we want to talk to you!

The role

Meeting new clients face-to-face and over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate and ongoing financial goals.

Managing and building a designated portfolio of client relationships and introductions, identifying and addressing clients' financial needs.

Using a range of business development strategies to proactively onboard new clients within your geographical area.

Establishing links with introducers, both internal and external.

Adapting and enhancing relationships and building and maintaining a trusted Adviser relationship with clients.

Leveraging opportunities within existing client for referrals and intergenerational activity.

What's in it for you?

Highly competitive salary's.
Annual bonus plan.
Up to 15% pension contribution, if you put in 6%.
Agile working.
4x DIS.
You will receive a cash sum of 4% in addition to your basic salary, to exchange for a variety of benefits.
Options include bikes for cycling to work, discounts on gym memberships and dental insurance; or you can simply receive cash. Access to retail discounts and cashback.
If you need a car for your role, we'll provide you with a car allowance to be able to buy or lease one.
This is available for those who drive more than 10,000 business miles annually.
Funding for professional qualifications, as well as subscriptions to professional bodies.
Company-paid private medical insurance is provided to you as part of your reward package.
Everyone has access to the dedicated Intranet site which focuses on four key elements of wellbeing in everyday life (body, mind, finances and work).
Company-paid health screening is provided to you as part of your reward package, entitling you to a free health check every 2 years.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.