Senior Wealth Adviser – Inherited Client Portfolio in Birmingham

Senior Wealth Adviser – Inherited Client Portfolio in Birmingham

Birmingham Full-Time No working from home possible
Lloyds Wealth

Lloyds Wealth is seeking an Existing Relationship Adviser in Birmingham. In this role, you will inherit an established client portfolio and provide ongoing, holistic financial advice to enhance client relationships and outcomes.

Enjoy an uncapped bonus structure, constant leads from a robust internal network, and the flexibility of hybrid working. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience in managing client portfolios effectively.

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Lloyds Wealth

Contact Details:

Lloyds Wealth Recruitment Team