At a Glance
- Tasks: Help clients achieve their financial dreams with tailored advice and planning.
- Company: Join Lloyds Wealth, a trusted name in financial services.
- Benefits: High bonus potential, flexible remote work, and comprehensive support.
- Other info: Enjoy a supportive environment with opportunities for personal growth.
- Why this job: Make a real difference in people's lives by guiding their financial journeys.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 30000 - 40000 £ per year.
Lloyds Wealth in Newcastle is seeking a Personal Wealth Adviser to help clients establish goals and create financial plans that reflect their aspirations.
You’ll deliver holistic, client-led financial advice face-to-face or virtually, using cash-flow modelling and planning tools to provide clear guidance.
You’ll be backed by Lloyds Banking Group’s infrastructure to onboard new clients while preserving high-quality advice.
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We think you need these skills to ace Holistic Wealth Adviser | Remote, High Bonus Potential in Newcastle upon Tyne
Financial Planning
Client Relationship Management
Cash-Flow Modelling
Holistic Financial Advice
Communication Skills
Goal Setting
Advisory Skills
