Personal Wealth Adviser - Schroders Personal Wealth

Lloyds Banking Group

  • Location
    Edinburgh
  • Salary
  • Closing Date
    27 February 2020
  • Job ref
    035033
  • Remaining Time
  • Apply Online
Description:

Our strategic partnership with Schroders announced in October 2018 is a key
part of our strategy to accelerate growth in Wealth by using our
multi-channel customer reach and Schroders’ investment expertise,
with the aim of becoming a top UK financial planning business within five
years.

Would you like to be part of making this possible?

We’re growing our regulated advice team.

What does this role involve?

 * You’re there to ensure we meet the needs of our clients. So most
of your time will be spent talking to existing and new customers
 * You’ll be meeting new and existing clients face to face and over
the phone, conducting meetings and providing holistic financial advice to
review and meet their immediate and ongoing financial needs
 * You’ll have a dedicated area to lead including a branded group of
branches
 * You’ll handle and build a designated portfolio of ongoing client
relationships and introductions from across the Group, identifying and
addressing clients financial needs
 * You’ll own the client relationship so you’ll be the liaison
with all the right teams to ensure first class standards of service
 * You’ll be establishing links with introducers, both internal and
external
 * We offer a range of agile and flexible working patterns

A bit about you….

A new venture like this doesn’t happen very often. We’ve built
an opportunity to really differentiate our service from what is out there
already. So the roles we're recruiting for need people who are excited by
the difference they can make.

 * You’ll be CII Level 4 Diploma qualified or equivalent – our
focus is on people with the drive and commitment to make a difference to our
customers
 * You have a background in financial advice even if this hasn’t been
in banking – we’d still love to hear from you
 * You’re comfortable working with multiple systems, taking care of
complex cases and guiding customers in the wide range of products we offer
 * You’re not interested in treading water, you’re motivated
to ensure you give your customers the best service possible, and
you’re keen to identify and work with new clients

Your professionalism, integrity and high standards of business ethics go
without saying so….

 * It’s second nature to you to ensure that the advice you give and
the actions you take follow our internal framework as well as external
regulatory and statutory requirements
 * You know how to manage risk to ensure your client’s best interests
are met
 * You’re passionate about your own development and maintain your
levels of professional standing and competence and you’re genuinely
committed to living our values, behaviours and meeting our Codes of
Responsibility

Why should you apply?

 * This is an employed role, so on top of your basic salary there's bonus
and additional earning potential
 * We have a full employee benefits package including medical insurance and
pension
 * You’ll have your own client bank to build and maintain
relationships throughout your career with us
 * Your role is about growing your portfolio so if you’re passionate
about making sure new clients access the same support your existing clients
get from us – then this role is for you
 * You’d be working with your LBG colleagues and our LBG customer
base – so there is a referral pool there for you, ensuring that
customers work with the right people to meet their full financial needs
 * You’ll be able to give full holistic advice to your clients,
across the full range of our products including IHT, pre and post retirement
planning, investments, trust planning and protection
 * You’ll have access to award winning technology that combines
back-office, business management, client management, wrap platform and
investment solutions as an all-in-one intuitive web-based suite helping
simplify operations and freeing up time to focus on clients. An integrated
secure client portal also allows clients an on-line consolidated view of
their wealth, bringing you the potential to efficiently service a greater
range of clients than before.

We pride ourselves on the quality of the training and support you'll
receive. We value your growth and happiness so, working in a small team
you’ll have support through coaching and development from both your
line manager and a Development & Conduct Manager. Add to this that our
expert admin teams are there to give you additional support with technical
aspects, and you end up with a collaborative and inclusive culture.

More than this, our ethos is to provide equal opportunities to all, and to
ensure we represent the communities we serve.

If like us, you’re more motivated by customers than by targets and
you'd thrive in a culture that is values and client led – come and
talk to us. Select the Apply Now button to start the conversation.
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