At a Glance
- Tasks: Manage and grow an established client portfolio, delivering tailored financial advice.
- Company: Join Lloyds Wealth, a trusted brand with a strong internal referral network.
- Benefits: Enjoy competitive salary, uncapped bonuses, generous holidays, and private medical cover.
- Other info: Embrace diversity and enjoy excellent career development opportunities in a supportive environment.
- Why this job: Make a real impact on clients' financial futures while enjoying flexibility in your work.
- Qualifications: Level 4 Diploma in Financial Planning and experience in managing client relationships.
The predicted salary is between 65000 - 72000 £ per year.
An exceptional opportunity to inherit and grow an established client base — delivering high-quality advice backed by a trusted brand and strong internal referral network.
At Lloyds Wealth, you’ll join a business with the scale, reputation and client access to help experienced advisers deepen long-term relationships and deliver meaningful financial outcomes. This role provides the platform to focus on what matters most — your clients — while continuing to grow through referrals and ongoing engagement.
The role
As an Existing Relationship Adviser, you understand that great financial planning is built on long-term trust. You’ll take ownership of an established portfolio of clients, delivering ongoing, holistic advice and ensuring their financial plans continue to evolve alongside their lives.
You’ll build deep relationships across your client base — understanding their goals, priorities and changing circumstances — and providing proactive advice that gives them confidence in their financial future. Through regular engagement and high-quality service, you’ll identify opportunities to add further value, strengthen relationships and support multi-generational planning.
Using cashflow modelling and financial planning tools, you’ll deliver clear, personalised advice that brings financial plans to life. You’ll also work closely with the wider team to onboard newly acquired or referred clients, ensuring a seamless and consistent client experience.
Why join us?
- Established client portfolio. Inherit and manage an existing book of clients, with opportunities to expand through referrals and internal introductions.
- Constant leads and referrals. Access one of the UK’s largest client ecosystems. Lloyds Banking Group has a retail footprint in almost every local market in the UK, resulting in a constant stream of leads and referrals to the Wealth business.
- Uncapped bonus. Our uncapped bonus structure is designed to reward advisers who convert opportunity into long-term client value.
- Career development. Ongoing support to develop your expertise, broaden your client base and continue progressing your career.
- Flexibility. Manage your own schedule, working in a hybrid way — balancing home working with client meetings.
- Outstanding benefits. Including generous holiday allowance, private medical cover, life assurance and a highly competitive pension.
What you’ll bring
- Level 4 Diploma in Financial Planning
- A strong track record of delivering high-quality financial advice to clients
- Experience managing and growing relationships within an existing client portfolio
- Confidence in leading client meetings and delivering tailored financial plans
- Strong knowledge across financial planning areas and regulatory requirements
- Experience using cashflow modelling to support client outcomes
- Excellent communication skills, with the ability to build trust and long-term client engagement
- A proactive mindset, with a focus on identifying opportunities to deepen relationships and improve client outcomes
Lloyds 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.
We support flexible working. 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. Many colleagues work from home, or in a hybrid way.
You belong here. 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.
About Us
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people. If you need more insight about what it's like to work here, check out our careers page.
Existing Relationship Adviser employer: Lloyds Wealth
At Lloyds Wealth, we pride ourselves on being an exceptional employer that values your expertise and fosters a supportive work culture. With an established client portfolio, constant leads from one of the UK's largest client ecosystems, and a commitment to your career development, you will have the opportunity to thrive in a flexible, hybrid working environment. Our outstanding benefits, including generous holiday allowance and private medical cover, ensure that you can focus on delivering high-quality financial advice while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Existing Relationship Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current advisers. Building relationships can lead to referrals and insider tips on job openings.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that dream job. Prepare a short, engaging summary of your experience and what you bring to the table as an Existing Relationship Adviser.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about financial planning and engage with posts from companies you’re interested in. It’s all about visibility!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get noticed. Plus, it shows you’re genuinely interested in joining our team at Lloyds Wealth. Don’t miss out!
We think you need these skills to ace Existing Relationship Adviser
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Existing Relationship Adviser role. Highlight your experience in managing client portfolios and delivering high-quality financial advice, as this is what we’re really looking for!
Showcase Your Skills:Don’t forget to emphasise your Level 4 Diploma in Financial Planning and any relevant experience with cashflow modelling. We want to see how you can bring personalised advice to life for our clients.
Be Authentic:Let your personality shine through in your application. We value individuality and want to know what makes you unique and how you can contribute to our team culture at Lloyds Wealth.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our careers page. It’s the easiest way for us to review your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Lloyds Wealth
✨Know Your Clients
Before the interview, take some time to research the types of clients you might be working with. Understand their needs and how you can provide tailored financial advice. This will show your potential employer that you're proactive and ready to build those long-term relationships.
✨Showcase Your Experience
Be prepared to discuss your previous experience managing client portfolios. Highlight specific examples where you've successfully deepened relationships or provided high-quality advice. This will demonstrate your capability and confidence in leading client meetings.
✨Master the Tools
Familiarise yourself with cashflow modelling and other financial planning tools mentioned in the job description. Being able to discuss how you’ve used these tools in the past will set you apart and show that you’re ready to hit the ground running.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client engagement and how they support advisers in their roles. This not only shows your interest in the position but also helps you gauge if the company culture aligns with your values.
