Client Relationship Advisor
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-01-26
Listing for:
Schroders Personal Wealth
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
A financial advisory firm in the UK seeks an Existing Relationship Adviser to enhance client relationships with proactive support and financial advice. This role will manage a portfolio of clients, conducting reviews and delivering comprehensive financial planning. Strong communication and organizational skills are important, along with a Level 4 Diploma in Financial Planning. The firm offers a collaborative culture and generous benefits including flexible working options and a matched pension contribution.
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