Job Type
Permanent
Closing Date
08/10/2025
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.
The Team Coach is a pivotal role focused on providing best in class client and adviser servicing. The role entails additional responsibilities of enhancing team performance and client satisfaction.
Client Services Team Coach– Relationships
Location | Bristol, Cardiff, Exeter, Oxford
Type | Permanent
Salary | £27,228- £30,254
At Schroders Personal Wealth, we’re passionate about delivering exceptional service and building lasting relationships with our clients. As a Client Services Team Coach in our South West/South Wales Relationships team, you’ll play a key role in shaping the client experience—supporting your team to deliver with empathy, precision, and professionalism.
This is a hands-on role where you’ll balance day-to-day client servicing with coaching and leadership responsibilities. You’ll be a trusted point of contact for clients and colleagues alike, helping to drive performance, manage workflow, and foster a collaborative team culture. If you’re motivated by making a meaningful impact and thrive in a fast-paced, purpose-driven environment, this is your opportunity to lead by example and support others to do the same.
At SPW, we’re committed to changing lives—not just for our clients, but for our colleagues too. You’ll be part of a collaborative and inclusive team, where your development is supported and your ideas are welcomed.
Key Responsibilities
- Build strong relationships with clients through proactive contact and outstanding service.
- Support Personal Wealth Advisers with diary management and client engagement, helping deliver great outcomes.
- Handle client enquiries with care and accuracy, maintaining confidential records and ensuring regulatory compliance.
- Champion a client-first mindset, always seeking new ways to improve service and add value.
- Engage prospective clients and support them into the advice journey by positioning the SPW value proposition.
Additional Responsibilities
- Coaching & Development: Deliver one-on-one and group coaching sessions, share best practices, and support training needs to help your team grow and succeed.
- Workflow Management: Prioritise and allocate tasks, monitor team capacity, and implement best practices to ensure smooth and efficient operations.
- Leadership Support: Step in for the Team Leader when needed—making decisions, guiding the team, representing them in meetings and providing updates to senior management.
- Continuous Improvement: Identify opportunities to enhance processes and client satisfaction, collaborating across teams to drive innovation.
- Escalation Management: Resolve complex client issues with professionalism and empathy, supporting your team through challenging situations.
Skills & Experience
- Proven experience in a coaching or leadership role within wealth management.
- Strong understanding of financial products, services, and regulatory requirements.
- Excellent communication and interpersonal skills, with the ability to build rapport quickly.
- A proactive mindset with strong problem-solving and time management abilities.
- Passion for fostering a positive team environment and driving performance.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Some fantastic benefits SPW colleagues enjoy:
- Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
- Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
- Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
- Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
- Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
- Financial Advice: Access to free financial advice to help secure your financial future.
To find out more, please visit https://www.spw.com/careers-at-spw/rewards-and-benefits
We support flexible working:
At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.
Ready to restart your career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
You belong here:
At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
