For Recruiters

Associate Adviser

Schroders Personal Wealth
London, United Kingdom
Posted 15 days ago Hybrid Permanent Negotiable
Alongside New Client Personal Wealth Advisers, working as an associate in a POD, the Associate Advisor will manage client introductions and engagement from across a number of channels including from referrals from LBGroup. Fact-finding to identify and create holistic advice recommendations to address clients financial needs and acting in the client's best interest at all times.

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 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.


Working with established Personal Wealth Advisers, the Associate Adviser will build effective relationships with clients, identifying and addressing clients financial needs and acting in the client's best interest at all times.

Most of your time will be spent talking to clients, providing financial advice to review and meet their immediate and ongoing financial goals. You'll have a dedicated area to support, and you'll help manage a designated portfolio within the region, writing reports and acting as an introducer for additional advice when required.



As you gain experience in the role you will have the opportunity to learn new skills to build on your existing knowledge, enabling you to progress to a Personal Wealth Adviser.



What you'll be doing


  • Seeking to understand client needs, aspirations and concerns to ensure they are provided with the right type of personalised support or service.

  • Explaining and engaging with clients on the Financial Advice process, the benefits of holistic advice and the on-going service proposition offered by our team to understand how we can help them

  • Conducting meetings with new clients face to face and over the phone/video to review and meet their immediate and ongoing financial needs



  • Working will a small group of advisers in a pod, focusing on a specific geographical area which will include a group of LBG branches who have mandate to work with you to provide quality introductions

  • Building practical and client skills, with the support of experienced advisers



Your qualifications & experience


  • Level 4 diploma qualified



  • Experience of giving financial advice

  • Strong interpersonal skills, with the ability to build new and maintain existing relationships

  • Desire and ambition to build a career within Financial Planning

  • A genuine desire to help others achieve their goals.




You will be open and welcoming to change, 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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Job ID  JR000692
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