New Client Adviser New Client Adviser …

Schroders Personal Wealth
in Dunblane, Scotland, United Kingdom
Permanent, Full time
Be the first to apply
Negotiable
Schroders Personal Wealth
in Dunblane, Scotland, United Kingdom
Permanent, Full time
Be the first to apply
Negotiable
A key member of the regional team, the New Client Adviser will focus on sourcing, attracting and onboarding new business to SPW. Providing prospective clients with holistic financial planning advice and excellent service to support onboarding and managing clients through their first period at SPW. Advice helps support clients in planning their future goals, and ensures they have effective protection and utilise appropriate wrappers to build portfolios and investment strategies.

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

  • 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

Your qualifications & 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.

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