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Holistic Wealth Planner - Client-Focused Financial Advisor

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: Schroders Personal Wealth
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 10000 - 40000 GBP Yearly GBP 10000.00 40000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Scunthorpe seeks a Personal Wealth Adviser to help clients achieve their financial goals. This role involves delivering tailored financial advice, developing strong client relationships, and utilizing financial modelling tools. Ideal candidates will have a Level 4 Diploma in Financial Planning and experience in providing holistic financial advice. A hybrid work option and generous benefits, including a 15% pension contribution and 30 days annual leave, are offered.
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