Personal Wealth Advisor - Schroders Personal Wealth
Lloyds Banking GroupEmployer of the Week
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