Existing Relationship Adviser in Leeds

Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better. As a key member of the regional team, the Existing Relationship Adviser is responsible for delivering a proactive and outstanding customer experience and ongoing financial advice services to our established client base.

As an Existing Relationship Adviser, you’ll play a central role in nurturing and growing our long-term client relationships, ensuring they continue to receive outstanding financial advice and support. You’ll be the trusted partner clients rely on—guiding them through life’s milestones, helping them make informed financial decisions, and strengthening connections that span multiple generations. You understand that great financial advice comes from truly knowing your clients. You’ll take the time to understand their goals, motivations, and circumstances, delivering proactive, holistic advice that evolves as their needs change. Through meaningful engagement, you’ll deepen existing relationships, identify new opportunities to add value, and help clients feel confident about their financial future. You’ll join a collaborative, forward-thinking team where your expertise is valued and your development is supported. Here, you’ll have the opportunity to expand your client portfolio, build referrals through outstanding service, and contribute to a culture where clients are at the centre of what we do.

Responsibilities

• Managing a designated portfolio of existing customers and building out additional business and referrals from that customer base.
• Conducting ongoing advice review meetings and providing holistic financial advice to meet both immediate and ongoing financial needs.
• Completing comprehensive client meetings and using available tools and cash flow modelling knowledge to analyse and help your clients to understand the benefits of having advice.
• Proactively reviewing client relationships to identify opportunities to increase your book by identifying advice needs to be addressed and by taking on recently acquired clients introduced from the wider hub team.
• Owning the client relationship, orchestrating the delivery of excellent ongoing service and identifying any potential areas for improvement or risks within ongoing relationships.
• Maintaining accurate and up-to-date client records and documentation.
• Seeking to develop personal capability and knowledge and maintain a full understanding of the wider marketplace and industry shifts.

Qualifications & Skills

• Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable but not essential).
• Experience in providing financial advice to clients, with a strong track record of delivering quality service.
• Proven experience in conducting client meetings and creating financial plans.
• Strong knowledge across all areas of financial planning and regulatory requirements.
• Excellent communication and presentation skills to ensure clients receive an excellent experience.
• Open and welcoming to change, have exceptional problem-solving skills and an ability to stay focused in times of uncertainty.
• Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Strong organisational skills to manage a large and diverse task list to ensure we deliver great client journeys.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Benefits

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service).
• Financial Advice: Access to free financial advice to help secure your financial future.

Flexible working: At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Restarting your career: We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here: At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.