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Personal Wealth Adviser - Holistic Planning, Hybrid & Potential
Job in
Gloucester, Gloucestershire, GL1, England, UK
Listed on 2026-03-01
Listing for:
Schroders Personal Wealth
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial advisory firm in Gloucester is seeking a Personal Wealth Adviser to guide clients in establishing financial goals and plans. This role involves delivering tailored financial advice and support through both face-to-face and virtual meetings. Ideal candidates will possess a Level 4 Diploma in Financial Planning and have experience in holistic advice. The firm offers a competitive salary, discretionary bonuses, and benefits such as private medical insurance and generous leave policies.
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