New Client Adviser — Onboarding & Holistic Financial Planning

Schroders Personal Wealth; Remote; GBP 63,000 - 70,000; Full time

Job summary

A leading financial services firm in the UK is seeking a New Client Adviser to join their national Financial Planning team. This role involves engaging with new clients, understanding their financial goals, and providing tailored financial advice. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience in delivering quality service. A commitment to client satisfaction and strong communication skills are essential for success. This position supports flexible working arrangements and offers great benefits.

Benefits

Generous holiday entitlement

Private medical insurance

Company pension contribution

Flexible cash allowance

Bonus opportunity

Qualifications

• Experience in providing financial advice to clients.
• Strong knowledge across all areas of financial planning.
• Proven experience in conducting client meetings.

Responsibilities

• Engage with new clients virtually to understand their financial goals.
• Build strong relationships and manage the client journey.
• Deliver excellent client service during onboarding.

Skills

Excellent communication skills

Problem-solving skills

Attention to detail

Education

Level 4 Diploma in Financial Planning

Job description

A leading financial services firm in the UK is seeking a New Client Adviser to join their national Financial Planning team. This role involves engaging with new clients, understanding their financial goals, and providing tailored financial advice. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience in delivering quality service. A commitment to client satisfaction and strong communication skills are essential for success. This position supports flexible working arrangements and offers great benefits.