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?
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.
Working with established Personal Wealth Advisers, the Associate will build effective relationships with clients, identifying and addressing clients financial needs and acting in the client's best interest at all times.
You're there to ensure we meet the needs of our clients, so 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 which builds on your existing knowledge enabling you to progress to a Personal Wealth Adviser.
What you'll be doing
Seek to understand client needs, aspirations and concerns to ensure they are provided with the right type of personalised support or service
Explain and engage prospective clients on the Financial Advice process, the benefits of holistic advice and the on-going service proposition offered by our team to understand how best we can help new and existing clients
Ensure we meet the needs of clients by prioritising your time to talking to new clients and providing holistic advice.
Meet 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 needs.
Work will a small group of advisers, 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.
Build practical and client skills, with the support of advisers.
Work in a fast paced environment and have the disposition to adopt and adapt to change quickly.
Your qualifications & experience
Display strong interpersonal skills, with the ability to build new and maintain existing relationships
Clear and effective communication skills, both verbal and written
Ability to maintain strict confidentiality
Commitment to living the SPW values, behaviours and meeting the Code of Responsibility. Ensure SPS is up to date and professional competencies meet requirements of professional institute and SPW T&C approach.
Desire and ambition to build a career within Financial Planning
Level 4 diploma qualified
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.
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?
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.