Holistic Wealth Advisor – Build Futures & Relationships
Job in
Wokingham, Berkshire, RG40, England, UK
Listing for:
Schroders Personal Wealth
Full Time
position
Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
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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