Personal Wealth Advisor - Schroders Personal Wealth

Location: Scotland
Salary:
Closing Date: 29 May 2020
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WORK PERMIT:
All applicants must be based in the UK and confirm that they are able to prove their eligibility to work in the UK.

Job Description

Description:

What does this role involve?

You’re there to ensure we meet the needs ofour clients. So, most of your time will be spent talking to existing and newcustomers You’ll be meeting new and existing clients face to faceand over the phone, conducting meetings and providing holistic financial adviceto review and meet their immediate and ongoing financial needsYou’ll have a dedicated area to lead including a branded group ofbranches You’ll handle and build a designated portfolio of ongoingclient


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