Personal Wealth Adviser

Schroders Personal Wealth•Liverpool, TX

15d

About The Position

Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better. Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence. As a Personal Wealth Adviser, you’ll play a key role in supporting clients as they navigate their financial futures. You’ll help them define their immediate and long-term goals and create tailored financial plans that provide confidence and clarity. At SPW, you’ll have the opportunity to deliver an exceptional service to our established client base as well as identify opportunities to welcome new clients. Your expertise, empathy, and commitment to great outcomes will be central to building lasting relationships. You believe that financial planning starts understanding each client’s unique story, their goals and the life they want to build. You’ll meet clients both face-to-face and virtually, taking the time to build a personalised financial plan that reflects their aspirations and adapts as their life evolves. At SPW, we’re committed to changing lives—not just for our clients, but for our colleagues too. You’ll be part of a collaborative and inclusive team, where your development is supported and your ideas are welcomed.

Requirements

Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable but not essential).
Experience in holistic financial advice and building long-term client relationships.
Extensive experience in conducting client meetings and creating tailored financial plans.
Familiarity with regulatory requirements, including Consumer Duty responsibilities.
Skilled in using cash flow modelling to support financial advice recommendations.
Excellent communication and presentation skills to ensure clients receive an excellent service.
Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment.
Great organisational skills to manage a large and diverse task list to ensure we deliver great client journeys.

Responsibilities

Deliver holistic financial advice to new and existing clients through face-to-face and virtual meetings.
Build and maintain long-term relationships, helping clients understand and achieve their immediate and ongoing financial goals.
Use cash flow modelling and financial planning tools to complete comprehensive client meetings and provide clear, insightful advice.
Use a range of business development strategies and expertise to proactively explore the market to onboard new clients. This will include establishing links with introducers both internal and external.
Manage a designated portfolio of clients, identifying ongoing advice needs and deepening relationships.
Develop intergenerational connections and explore referral opportunities within your client base.
Stay informed on market trends, legislative changes, and industry developments to best support your clients.
Uphold SPW’s values and Consumer Duty responsibilities, delivering great client outcomes.
Maintain professional standards and complete continuous development to support your Statement of Professional Standing (SPS).

Benefits

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
Financial Advice: Access to free financial advice to help secure your financial future.

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