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Holistic Wealth Advisor – Build Futures & Relationships

Job in Wokingham, Berkshire, RG40, England, UK
Listing for: Schroders Personal Wealth
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 10000 - 40000 GBP Yearly GBP 10000.00 40000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Wokingham is seeking a Personal Wealth Adviser to provide tailored financial advice, helping clients establish and achieve their financial goals. The role involves maintaining relationships and utilizing cash flow modelling for effective advice delivery. Candidates should possess a Level 4 Diploma in Financial Planning and experience in client relationship management. The position offers a competitive salary with bonus potential, along with a range of generous benefits, including private medical insurance and a pension contribution.
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