Personal Wealth Adviser

Personal Wealth Adviser role at Schroders Personal Wealth

Job Type: Permanent

Closing Date: 08/02/2026

Location: Aberdeenshire

Salary: Dependent on experience

Bonus Potential: Linear bonus structure up to 20% of annual salary upon achieving minimum business targets, with additional performance incentives.

Schroders Personal Wealth aims to improve financial advice by making it more affordable, accessible, and powerful. As a Personal Wealth Adviser, you will help clients establish future goals, create financial plans, and make informed decisions through professional expertise and ongoing support.

• Deliver holistic financial advice to new and existing clients via face‑to‑face and virtual meetings.
• Build and maintain long‑term relationships, helping clients understand and achieve their financial goals.
• Use cash flow modelling and financial planning tools to provide clear, insightful advice.
• Employ business development strategies to onboard new clients and collaborate with introducers.
• Manage a designated portfolio of clients, identifying ongoing advice needs and deepening relationships.
• Develop intergenerational connections and explore referral opportunities.
• Stay informed on market trends, legislative changes, and industry developments.
• Uphold SPW’s values and Consumer Duty responsibilities to deliver great client outcomes.
• Maintain professional standards and complete continuous development for your Statement of Professional Standing (SPS).

• Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable).
• Experience in holistic financial advice and building long‑term client relationships.
• Extensive experience in conducting client meetings and creating tailored financial plans.
• Familiarity with regulatory requirements, including Consumer Duty responsibilities.
• Skilled in cash flow modelling to support financial advice recommendations.
• Excellent communication and presentation skills for superior client service.
• Attention to detail and the ability to work independently and collaboratively in a fast‑paced environment.
• Great organisational skills to manage a diverse task list and deliver exceptional client journeys.

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with an option to buy or sell 5 days.
• Health & Wellbeing:
  Company‑paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution:
  Matched pension contribution of up to 15% of base pay.
• Cash Allowance:
  Flexible allowance for personal benefits such as dental cover, sabbatical leave, gym membership, menopause support.
• Bonus Opportunity:
  Dependent on individual and company performance, eligible after 3 months’ service.
• Financial Advice:
  Access to free financial advice to secure your future.

We support flexible working arrangements, including informal flexible hours, reduced working hours, job‑sharing, and hybrid or remote options.

We warmly welcome applications from those returning to work after a period of leave, offering appropriate support and training.

We embrace individuality and diversity of identity, experience, and thought. We actively encourage inclusive behaviours, provide adjustments for disabilities and neurodiversity, and ensure equal opportunities for all. We transparently report gender pay to promote fairness.

Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo‑regulated firm. Certified roles are subject to additional vetting and regulatory duties, including annual fitness and proper certification.

• Entry level

• Full‑time

• Finance and Sales

To learn more about our benefits, visit our benefits page.