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- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Leading financial services firm in Scotland with a focus on growth.
- Benefits: Competitive salary, bonus structure, generous holiday entitlement, and health coverage.
- Why this job: Make a real difference in clients' financial journeys while enjoying a supportive work environment.
- Qualifications: Strong communication skills and a passion for helping others achieve their financial goals.
- Other info: Hybrid working model with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Scotland seeks a Personal Wealth Adviser to provide clients with holistic financial advice tailored to their unique aspirations. The successful candidate will build lasting relationships through direct consultations while maintaining professional standards. You will deliver financial plans based on rigorous analysis and client input, fostering long-term client success.
This role offers a competitive salary, a bonus structure, and fantastic benefits, including generous holiday entitlement and health coverage.
Personal Wealth Planner — Hybrid & Growth Focus employer: Schroders Personal Wealth
Contact Detail:
Schroders Personal Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Wealth Planner — Hybrid & Growth Focus
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at a firm that’s hiring.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios specific to wealth planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your approach to client relationships and financial strategies.
✨Tip Number 3
Showcase your personality! When meeting potential employers, let your passion for helping clients shine through. Share stories of how you've made a difference in someone's financial journey; it’ll help you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Personal Wealth Planner role. Plus, it shows you’re serious about joining our team and makes it easier for us to keep track of your application.
We think you need these skills to ace Personal Wealth Planner — Hybrid & Growth Focus
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in providing holistic financial advice. We want to see how your skills align with the role of a Personal Wealth Planner, so don’t hold back!
Showcase Your Relationship-Building Skills: In your application, emphasise your ability to build lasting relationships with clients. Share examples of how you've successfully engaged with clients in the past, as this is key to thriving in this role.
Highlight Analytical Skills: Since delivering financial plans based on rigorous analysis is crucial, make sure to mention any relevant analytical skills or experiences. We love seeing how you approach problem-solving and decision-making!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Schroders Personal Wealth
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around wealth planning and investment strategies. Be ready to discuss how you would tailor advice to meet clients' unique aspirations, as this will show your understanding of the role.
✨Build Rapport
Since this role involves building lasting relationships, practice your interpersonal skills. Think about how you can connect with clients during consultations and demonstrate your ability to listen and respond to their needs effectively.
✨Showcase Analytical Skills
Prepare to discuss your approach to delivering financial plans based on rigorous analysis. Have examples ready that illustrate how you've used data to inform your decisions and how you involve clients in the planning process.
✨Understand the Company Culture
Research the firm’s values and culture. Be prepared to explain why you want to work there and how you align with their professional standards. This will help you stand out as a candidate who is not only qualified but also a good fit for their team.
