New Client Adviser

Job Type

Closing Date

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.

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).

• 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.

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.