Are you an experienced adviser looking for a change?
If you’re an experienced financial adviser looking for a new challenge, then we could be the change you’re looking for.
We’re looking for advisers who are passionate about building relationships with clients and helping to change lives. All of our adviser roles are employed allowing our advisers to prioritise their own long-term financial stability. Does this sound good to you? It’s time to make a positive change and join us at Schroders Personal Wealth.
Be part of the change
"As a chartered financial adviser, I pride myself on providing my clients with first class advice and service. It has always been my driving force and why I love doing what I do every day. But I knew that the next step in my career needed to be different.
As a female in a male-dominated industry, it can often be challenging to remain visible and have your voice heard. Since joining Schroders Personal Wealth, I’m energised by the influence I’ve been able to have over the decisions that affect me. Joining a growing, dynamic business provides opportunities to be part of the change and it feels good.”
Makala Green, Personal Wealth Adviser
Why become one of our advisers?
We're a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. Established in 2019, we're a new company that's going places backed by 400 years' experience.
Our heritage may be 400 years old, but our approach is built for the future.
Our unique relationship with Lloyds Bank, Halifax and Bank of Scotland means that you have access to more people who could benefit from financial advice.
Our colleagues based in the banking networks are in a great position to identify customers who have financial planning needs and, if suitable, make an introduction to us. This allows you to focus on doing what you love – building relationships with the clients who are referred to us to help change lives for the better.
“I pride myself on building strong relationships with my clients. I don’t view my job as work but rather an opportunity to help and nurture my clients through their own financial journey. I’m happy to be able to be there for them, locally or on the end of the phone, for any questions they have.
At Schroders Personal Wealth, I'm so grateful that I get to focus on delivering the best possible experience and developing trusted relationships with my clients, rather than chasing new business leads.”
Manjinder Singh Gill
Personal Wealth Adviser
Hear from our advisers
At Schroders Personal Wealth, we want to change the lives of our clients and our colleagues. The culture we have created allows us to do exactly that.
Hear from some of our financial advisers to find out what they like the most about working here.
Available vacancies
Our growth ambitions are clear. We want to be one of the largest Wealth Management companies in the UK.
If you're looking for a career with purpose, why not join us and be part of a company that truly changes lives.
Does the idea of meeting new people excite you?
New Client Adviser (NCA)
As a New Client Adviser, your role will be focused on attracting and identifying ways you can help new clients by supporting them at the start of their financial planning journey. No two days are the same as you provide prospective clients with personalised advice and excellent client service.
This role could be right for you if you're energised by meeting new people and securing new business opportunities.
Or is building relationships more your thing?
Existing Relationship Adviser (ERA)
Our Existing Relationship Advisers are responsible for delivering a proactive and outstanding customer experience and on-going advice services to our established client base. This includes advising through the generations.
This role is perfect if you enjoy nurturing long-term relationships with your clients and take pride in identifying and addressing their financial needs over time.
Rewards and benefits
We offer an industry leading reward package that acknowledges great performance and enables you to choose benefits which suit your needs.
Highlights include: market aligned salary, generous pension scheme offering up to 15% employer contribution, performance dependent annual bonus, 4% benefits allowance, private medical insurance and bi-annual health screening, life assurance, and 30 days holiday.
Our company standards
We all need to believe that our work has a purpose – a reason for doing what we do, beyond just earning a living.
For us at Schroders Personal Wealth, we help people make plans to get to where they want to be in their lives. That’s a great responsibility – and it clearly points us towards a really important purpose. In three words, we change lives.
Our purpose is the overarching reason behind everything we do and is supported by our company standards.