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- Tasks: Help new clients with their financial planning journey and provide tailored advice.
- Company: Schroders Personal Wealth aims to make financial advice accessible and impactful for everyone.
- Benefits: Enjoy 30 days holiday, private medical insurance, flexible working, and a generous pension scheme.
- Why this job: Join a collaborative team dedicated to changing lives and supporting your professional growth.
- Qualifications: Level 4 Diploma in Financial Planning and ideally 3 years of client advisory experience.
- Other info: We embrace diversity and support flexible working arrangements to fit your lifestyle.
The predicted salary is between 53000 - 62000 £ per year.
Join to apply for the New Client Adviser role at Schroders Personal Wealth
Join to apply for the New Client Adviser role at Schroders Personal Wealth
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Job Type
Permanent
Closing Date
17/09/2025
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 Financial Planning (national) team, the New Client Adviser will focus on onboarding new business to SPW, the majority of which will be generated from our Parent Company, Lloyds Banking Group. Providing prospective clients with holistic financial planning advice and excellent client service to support the onboarding of clients and managing clients through their initial interactions with SPW.
Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place.
Location | National
Type | Permanent
Salary | National: £63,482 – £69,830 | London: £74,044- £81,448
As an experienced New Client Adviser, you’ll be at the forefront of welcoming new clients to Schroders Personal Wealth (SPW), helping them take the first steps in their financial planning journey. You’ll play a vital role in delivering holistic financial advice with empathy, professionalism, and care—primarily to clients referred from our parent company, Lloyds Banking Group.
You understand that great financial advice starts with listening. You’ll build trusted relationships, guide clients through their initial interactions with SPW, and ensure they feel supported and confident in their financial future.
At SPW, we’re committed to changing lives—not just for our clients, but for our colleagues too. You’ll be part of a collaborative and forward-thinking team, where your development is encouraged and your ideas are valued.
Key Responsibilities
- Engage with new clients virtually via phone or video, conducting meetings to understand their financial goals and provide tailored, holistic advice.
- Build strong relationships and manage the client journey for the first three months, before transitioning them to our ongoing advice team.
- Deliver excellent client service and ensure a seamless onboarding experience.
- Increase client opt-in rates for our Ongoing Advice Service through meaningful conversations and trust-building.
- Stay up to date with industry trends and regulatory changes, continuously developing your knowledge and capabilities.
- Champion SPW’s values and uphold our Consumer Duty responsibilities.
- Support team goals and contribute to a culture of collaboration and excellence.
- Maintain professional standards and complete continuous development to support your Statement of Professional Standing (SPS).
Qualifications & Skills
- Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable but not essential).
- Ideally have at least 3 years\’ experience in providing financial advice to clients.
- 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.
Some fantastic benefits SPW colleagues enjoy:
- 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.
To find out more, please visit https://www.spw.com/careers-at-spw/rewards-and-benefits
We support 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.
Ready to restart 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.
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New Client Adviser employer: Schroders Personal Wealth
Contact Detail:
Schroders Personal Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Client Adviser
✨Tip Number 1
Familiarise yourself with the values and mission of Schroders Personal Wealth. Understanding their commitment to improving financial advice will help you align your conversations with potential clients, showcasing how you can contribute to their goals.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those connected to Lloyds Banking Group. Building relationships can provide insights into the onboarding process and client expectations, giving you an edge during interviews.
✨Tip Number 3
Stay updated on the latest trends in financial planning and regulatory changes. This knowledge will not only enhance your confidence but also demonstrate your commitment to continuous professional development during discussions with the hiring team.
✨Tip Number 4
Prepare to discuss your approach to building client relationships. Think of specific examples where you've successfully engaged clients and provided tailored advice, as this will highlight your suitability for the New Client Adviser role.
We think you need these skills to ace New Client Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the New Client Adviser position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience in financial planning and client advisory roles. Use bullet points to outline your achievements and ensure it is formatted neatly for easy reading.
Write a Strong Cover Letter: In your cover letter, express your passion for providing excellent client service and your understanding of the financial advice landscape. Mention specific examples of how you've successfully engaged with clients in the past.
Highlight Relevant Skills: Make sure to emphasise your communication skills, problem-solving abilities, and attention to detail in both your CV and cover letter. These are crucial for building trust with clients and ensuring a smooth onboarding process.
How to prepare for a job interview at Schroders Personal Wealth
✨Understand the Role
Before your interview, make sure you thoroughly understand the responsibilities of a New Client Adviser. Familiarise yourself with the key aspects of onboarding clients and providing holistic financial advice, as this will help you demonstrate your suitability for the role.
✨Showcase Your Communication Skills
As a New Client Adviser, excellent communication is crucial. Prepare to discuss how you've effectively communicated with clients in the past, especially in understanding their financial goals and building trust. Use specific examples to illustrate your points.
✨Demonstrate Empathy and Client-Centric Approach
Highlight your ability to listen and empathise with clients during the interview. Share experiences where you prioritised client needs and how you ensured they felt supported throughout their financial planning journey.
✨Stay Informed About Industry Trends
Being knowledgeable about current industry trends and regulatory changes is essential. Prepare to discuss recent developments in financial planning and how they might impact client advice, showcasing your commitment to continuous learning.