Helping our clients get to where they want to be
We launched Schroders Personal Wealth with a clear vision in mind: to deliver advice that aims to change clients’ lives for the better. And we do that by building long-lasting relationships built on trust and transparency.
Schroders Personal Wealth combines Lloyds Banking Group’s significant customer base, multi-channel distribution and digital capabilities with Schroders’ investment and wealth management expertise and technology capabilities.
We focus on building personal relationships with our clients, driven by our multi-channel reach and global investment expertise. Our aim is to become a top UK financial planning business within five years.
Could you help us make this possible?
Wealth, Advice and Client Engagement.
Our Wealth & Client Engagement teams operate from 11 regional hubs giving us nationwide coverage.
The team is responsible for generating new business, providing holistic financial advice to new and existing clients and managing on-going client relationships.
Regional hubs are located in: Edinburgh (covering Scotland & Northern Ireland), Leeds, Manchester, Birmingham, Cambridge, Oxford, Bristol, Cardiff, Exeter, London and Horsham.
We always want to meet exceptional people who could help us achieve our ambitions as we aim to reshape the advice market. If that sounds like you, come and talk to us.
Central Functions & Support Teams.
Our Central teams ensure our business runs smoothly and provides support services for our client facing team.
You’ll be working with our regional hubs and advisers across the UK and the wider business, managing suppliers, delivering change programmes or supporting client operations.
You’ll be working with investment products, supporting third party suppliers with investment strategy or providing investment support to our advisers.
You’ll be helping manage our people agenda in talent & development, reward, organisation design or employee relations.
You’ll be helping control our finances in capital & liquidity, taxation, statutory & regulatory reporting or investment accounting.
You’ll be supporting and enhancing a cloud first Technology stack, improving customer experience through digital channels or providing technology solutions for colleagues.
You’ll be supporting communications, digital marketing or creating engaging content to address our clients needs.
You’ll be helping ensure we manage risk effectively by ensuring regulatory compliance, helping prevent fraud and financial crime or managing operational risk.
You’ll be providing independent assurance on internal control, risk management and governance systems and processes.
You’ll be advising on legal, regulatory and governance matters or managing the office of the company secretary.
Our core values
Mission & purpose
At Schroders Personal Wealth, our vision is to help create a society where everyone sees the value of a great financial plan.
We exist to help people realise their potential by unlocking the power of financial planning and aim to build personalised financial plans for more clients than any other financial institution.
This vision is underpinned by three simple values:
We are empathetic
We translate the cold, complicated language of finance into words that mean something to our clients.
We are entrepreneurs
We may be employed and unbiased, but we approach our work with the hunger and ingenuity of an entrepreneur.
We change lives
We believe what we do makes a difference to individuals, to families and to society
Feels like home
There’s a life at work and a life outside work. We support and encourage flexible working and offer a market-leading package that rewards great performance and enables you to choose benefits which suit your needs, including:
Performance-dependent annual bonus
Generous DC pension scheme
Private medical insurance
Bi-annual health screening
25 days holiday
We offer a 4% monthly allowance, which you can exchange for a variety of benefits, including bikes for cycling to work, discounts on gym memberships and dental insurance; or you can simply receive cash.
We are proud of our reward package, and are committed to delivering fair outcomes, based on performance, not personal characteristics.
Feel supported throughout your career
We are always looking for individuals from diverse backgrounds who have a passion for making client’s dreams become reality.
We support your professional and personal development through funded training and professional qualifications. We are a growing business with an unique employed adviser model, supported by technology and a parentage that provides expertise in both asset management and access to leads across the UK.
If you are a young talented individual who thinks a career in Wealth Management might be for you, our internships offer insight into how the business works, along with hands-on practical experience.
Our early career development provision aims to give you the tools you need to build a life-long career in financial planning. There are a number of ways we can support you on your journey.’
Our development journeys
Our Full Academy programme
Our Full Academy programme is a 26 week programme designed for people looking for a career as a Financial Adviser who are yet to become professionally qualified. The programme supports you through an accelerated learning journey to achieve the Level 4 Diploma in Regulated Financial Planning, and gives you the skills and tools to support you building your client base from the ground up.
Our Accelerated Academy program
Our Accelerated Academy programme is set up for newly qualified advisers, providing expert insight into becoming a leading Financial Adviser. Our in-depth induction will support your understanding the key aspects of the client interaction, the products, processes and technology that make up our advice journey and provides you the skills to effectively attract, support and retain your broad range of clients.
Our 2 year graduate program
On our 2-year Graduate programme, you’ll spend 6 months rotating across 4 different areas of our business. As you build your understanding of how our different areas operate and expand your knowledge, skills and professional network, you’ll gain valuable insight and experience to help you choose your career path with us.
"There has never been a more important time for high quality financial advice, and Schroders Personal Wealth Academy is a great example of how major advisory firms are delivering high quality induction programmes to prospective financial advisers. The CII is delighted to support the Schroders Personal Wealth Academy by providing the opportunity for participants to study for its professional qualifications and subsequently benefit from ongoing CPD."
Steven Jenkins BSc (Hons), FCII
Chartered Insurance Practitioner
You belong here
At SPW, we don’t just accept difference — we celebrate it, welcome it and recognise the value it brings to our clients and our colleagues. SPW is proud to be an equal opportunities employer and we are working hard to increase diversity across our organisation.
We welcome all. All colours, cultures, genders, beliefs, religions, ages, people. We depend on the unique approaches of our team members to help us meet our ambitions. We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential. We are committed to working with and providing reasonable adjustments for applicants with disabilities.
Our colleagues have access to our Employee Assistance Programme which provides free independent and confidential support, including short-term counselling. There is extensive support for mental health including resilience and mental health training.
You can find out more about our Responsible Business Charter and further information on our diversity, wellbeing and corporate social responsibility commitments here.
Read our candidate privacy notice here.
Ready to join the team?
We partner with these organisations to promote and support equality and are committed to understanding and embracing different perspectives, creating an environment where people can be themselves and express their individuality. We’re working hard to build an inclusive business that reflects the diversity of modern Britain.
To recruitment agencies
SPW does not accept unsolicited applications. Please do not forward CV’s to our jobs site, our employees or any other company location. SPW is not responsible for any fees related to unsolicited approaches.