Personal Wealth Adviser - Direct Investment - Schroders

To actively develop and manage a portfolio of high potential/value

customers, maintaining close working relationships and providing excellent

service which satisfies the customers’ financial needs, in order to

maximise value and profitability by increasing relationship depth and

reducing customer attrition.

We will achieve this 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.

As a growing advice business we are expanding our foot print across the UK,

which means that we will be creating a new remote advice team based in

Birmingham.

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 new and existing customers

 * You’ll be meeting new and existing clients over the phone,

employing the latest video-conferencing and screen sharing technology to

bring your client’s financial needs to life

 * Conducting meetings and providing ongoing financial advice to review and

meet their immediate and ongoing financial needs

 * You’ll build and manage a portfolio of ongoing client

relationships, 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

 * We offer a range of agile and flexible working patterns

A bit about you….

An opportunity like this doesn’t happen very often. We’ve

built it to really differentiate our service from what is out there already.

So the roles we're recruiting for need people who are excited by the

difference they can make.

 * You’ll be CII Level 4 Diploma qualified or equivalent – our

focus is on people with the drive and commitment to make a difference to our

customers

 * You have a background in financial advice even if you have not been the

advisor

 * You’re comfortable working with multiple systems, taking care of

complex cases and guiding customers in the wide range of products we offer

 * You’re not interested in treading water, you’re motivated

to ensure you give your customers the best service possible, and

you’re keen to identify and work with new clients

Your professionalism, integrity and high standards of business ethics go

without saying so….

 * It’s second nature to you to ensure that the advice you give and

the actions you take follow our internal framework as well as external

regulatory and statutory requirements

 * You know how to manage risk to ensure your client’s best interests

are met

 * You’re passionate about your own development and maintain your

levels of professional standing and competence and you’re genuinely

committed to living our values, behaviours and meeting our Codes of

Responsibility

Why should you apply?

 * This is an employed role, so on top of your basic salary there's bonus

and additional earning potential

 * We have a full employee benefits package including medical insurance and

pension to name just a couple

 * You’ll have your own client bank to build and maintain

relationships throughout your career with us

 * Your role is about growing your portfolio so if you’re passionate

about making sure new clients access the same support your existing clients

get from us – then this role is for you

 * You’d be working with colleagues and customers across Lloyds

Banking Group – so there is a referral pool there for you, ensuring

that customers work with the right people to meet their full financial needs

 * You’ll have access to award winning technology that combines

back-office, business management, client management, wrap platform and

investment solutions as an all-in-one intuitive web-based suite helping

simplify operations and freeing up time to focus on clients. An integrated

secure client portal also allows clients an on-line consolidated view of

their wealth, bringing you the potential to efficiently service a greater

range of clients than before.

We pride ourselves on the quality of the training and support you'll

receive. We value your growth and happiness so, working in a small team

you’ll have support through coaching and development from both your

line manager and a Development & Conduct Manager. Add to this that our

expert admin teams are there to give you additional support with technical

aspects, and you end up with a collaborative and inclusive culture.

More than this, our ethos is to provide equal opportunities to all, and to

ensure we represent the communities we serve.

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 – come and

talk to us. Select the Apply Now button to start the conversation.