Personal Wealth Adviser — Remote & Flexible Uncapped Bonus

Lloyds Wealth; Manchester; Hybrid; GBP 65,000 - 80,000; Full time

Benefits offered by this job

30 days holidays

Private Medical

Life Insurance

Matched pension up to 21%

Job summary

Lloyds Wealth is seeking an experienced Personal Wealth Adviser to deliver holistic financial planning and tailored advice to clients in Warrington/Cheshire. You’ll work with a steady stream of leads, operate with autonomy, and enjoy an uncapped bonus structure while servicing clients face-to-face or virtually in a hybrid setup.

You’ll join a large UK banking group with strong client access, rigorous regulatory support, and a path for ongoing development as you manage a growing client book.

Qualifications

• Level 4 Diploma qualified (Chartered / Level 6 welcome but not essential).
• A strong track record of delivering holistic financial advice.
• Experience building lasting client relationships and generating repeat/referral business.
• Confidence in conducting client meetings and creating tailored financial plans.
• Strong understanding of regulatory requirements, including Consumer Duty.
• Experience using cashflow modelling to support robust advice recommendations.

Responsibilities

• Deliver holistic, client-led financial advice to new and existing clients, both face-to-face and virtually, building a personalised financial plan that reflects aspirations.
• Use cash flow modelling and financial planning tools to provide clear, insightful advice.

Skills

Holistic financial advice

Client relationship building

Client meetings

Regulatory knowledge

Cashflow modelling

Education

Level 4 Diploma

Chartered / Level 6 welcome

Job description

Lloyds Wealth is seeking an experienced Personal Wealth Adviser to deliver holistic financial planning and tailored advice to clients in Warrington/Cheshire. You’ll work with a steady stream of leads, operate with autonomy, and enjoy an uncapped bonus structure while servicing clients face-to-face or virtually in a hybrid setup.

You’ll join a large UK banking group with strong client access, rigorous regulatory support, and a path for ongoing development as you manage a growing client book.