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Personal Wealth Adviser - Holistic Financial Planning

Job in Guildford, Surrey County, GU1, England, UK
Listing for: Schroders Personal Wealth
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 10000 - 40000 GBP Yearly GBP 10000.00 40000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in the United Kingdom is seeking a Personal Wealth Adviser to help clients achieve their financial goals. You will provide tailored financial plans through face-to-face and virtual meetings, ensuring informed financial decisions. With a strong emphasis on relationship building, this role demands excellent communication skills and a Level 4 Diploma in Financial Planning. Enjoy flexible working, a competitive salary, and benefits including private medical insurance and an attractive pension scheme.
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