Job Summary

Personal Wealth Adviser - Schroders Personal Wealth

Newcastle Upon Tyne | | Human Resources

Recruiter: Lloyds Banking Group

Our strategic partnership with Schroders announced in October 2018 is a key part of our strategy to accelerate growth in Wealth by using our multi-channel customer reach and Schroders' investment expertise, with the aim of becoming 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 relationships and introductions from across the Group, identifying and addressing clients financial needs
  • You'll own the client relationship so you'll be the liaison with all the right teams to ensure first class standards of service
  • You'll... More

    Job found on:

Apply Upload CV Save Job
x Save to My Jobs
The job has been saved to your "My Jobs" page (accessible from the tab at the top of the page)

Similar Jobs

...and if these jobs still don't match your preferences, we have 968201 other UK jobs - you can start a new search here.