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Holistic Wealth Adviser
Remote / Online - Candidates ideally in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-01-12
Liverpool, Merseyside, L1, England, UK
Listing for:
Schroders Personal Wealth
Full Time, Part Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A financial services firm in Liverpool is seeking a Personal Wealth Adviser to deliver holistic financial advice and help clients achieve their financial goals. This role involves building long-term relationships and using cash flow modelling to create tailored financial plans. Applicants should have a Level 4 Diploma in Financial Planning and experience in client relationship management. The firm offers a collaborative environment, generous benefits including private medical insurance, and flexible working arrangements.
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