Personal Wealth Advisor - Schroders Personal Wealth

Location:Highland Council
Job Type:Full Time

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