Personal Wealth Advisor - Schroders Personal Wealth Personal Wealth Advisor - Schroders Personal  …

Lloyds Banking Group
in Inverness, Scotland, United Kingdom
Permanent, Full time
Be the first to apply
Negotiable
Lloyds Banking Group
in Inverness, Scotland, United Kingdom
Permanent, Full time
Be the first to apply
Negotiable
Lloyds Banking Group
Schroders Personal Wealth combines Lloyds Banking Group's significant customer base, multi-channel distribution and digital capabilities with Schroders' investment and wealth management expertise and technology capabilities. Our focus is on the personal relationship we develop with our customers, underpinned by our multi-channel customer reach and our global investment expertise. Our aim is to become a top UK financial planning business within five years. Would you like to be part of making this possible? We're growing our regulated advice team
What does this role involve?
You're there to ensure we meet the needs of our clients. So, most of your time will be spent talking to existing and new customers
You'll be meeting new and existing clients face to face and over the phone, conducting meetings and providing holistic financial advice to review and meet their immediate and ongoing financial needs
You'll have a dedicated area to lead including a branded group of branches
You'll handle and build a designated portfolio of ongoing client

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