Personal Wealth Advisor - Schroders Personal Wealth

Lloyds Banking Group

Employer of the Week
  • Location
    Scotland
  • Salary
  • Closing Date
    29 May 2020
  • Job ref
    010406
  • Remaining Time
  • Apply Online

Description:

What does this role involve?

You’re there to ensure we meet the needs ofour clients. So, most of your time will be spent talking to existing and newcustomers You’ll be meeting new and existing clients face to faceand over the phone, conducting meetings and providing holistic financial adviceto review and meet their immediate and ongoing financial needsYou’ll have a dedicated area to lead including a branded group ofbranches You’ll handle and build a designated portfolio of ongoingclient

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