Careers at Schroders Personal Wealth

Schroders Personal Wealth is a dynamic new company in the advice market. We always want to meet exceptionally gifted people who share our vision and are motivated to join us.

Search vacancies

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.

Operations

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.

Investments

You’ll be working with investment products, supporting third party suppliers with investment strategy or providing investment support to our advisers.

Human Resources

You’ll be helping manage our people agenda in talent & development, reward, organisation design or employee relations.

Finance

You’ll be helping control our finances in capital & liquidity, taxation, statutory & regulatory reporting or investment accounting.

Technology

You’ll be supporting and enhancing a cloud first Technology stack, improving customer experience through digital channels or providing technology solutions for colleagues.

Marketing

You’ll be supporting communications, digital marketing or creating engaging content to address our clients needs.

Risk

You’ll be helping ensure we manage risk effectively by ensuring regulatory compliance, helping prevent fraud and financial crime or managing operational risk.

Audit

You’ll be providing independent assurance on internal control, risk management and governance systems and processes.

Legal

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

  • Life assurance

  • 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.

Experienced Professionals

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.

Starting Out

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

"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

Development Director

You belong here

Diversity

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.

Wellbeing

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.