Senior Personal Wealth Adviser | Hybrid, Uncapped Bonus

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

Benefits offered by this job

30 days holidays

Private Medical

Life Insurance

Pension matched up to 21%

Job summary

Lloyds Wealth is seeking an experienced Personal Wealth Adviser in Wolverhampton. You will deliver holistic, client-led financial advice to new and existing clients, using cashflow modelling to tailor plans and working both face-to-face and virtually.

You’ll benefit from constant client leads within the Lloyds Banking Group, flexible hybrid working, and a strong progression path with uncapped bonus potential.

Qualifications

• Level 4 Diploma in Financial Advice (Chartered Level 6 welcome).
• Proven track record delivering holistic financial advice.
• Strong client relationships and referral-building skills.

Responsibilities

• Deliver holistic financial advice to clients face-to-face and virtually.
• Use cashflow modelling to support recommendations.
• Onboard and service a growing client book with a service-led approach.

Skills

Level 4 Diploma

Cashflow modelling

Client relationships

Regulatory knowledge

Consumer Duty

Education

Level 4 Diploma in Financial Advice

Tools

Cashflow tools

Job description

Lloyds Wealth is seeking an experienced Personal Wealth Adviser in Wolverhampton. You will deliver holistic, client-led financial advice to new and existing clients, using cashflow modelling to tailor plans and working both face-to-face and virtually.

You’ll benefit from constant client leads within the Lloyds Banking Group, flexible hybrid working, and a strong progression path with uncapped bonus potential.