At a Glance
- Tasks: Onboard new clients and provide tailored financial advice remotely.
- Company: Lloyds Wealth, a leader in wealth planning with a supportive culture.
- Benefits: Generous benefits, flexible working arrangements, and a client-first approach.
- Other info: Join a dynamic team focused on delivering high-quality client experiences.
- Why this job: Make a real difference in clients' financial futures while working from anywhere.
- Qualifications: Strong communication skills and a passion for client relationships.
The predicted salary is between 30000 - 40000 £ per year.
Lloyds Wealth is seeking a New Client Adviser to onboard new clients and provide them with tailored financial advice. This role requires skills in communication and a client-first mindset to ensure clients feel confident about their financial future.
The successful candidate will work virtually with clients, manage relationships, and deliver a high-quality client experience, while adhering to professional standards. Generous benefits and flexibility in working arrangements are offered, contributing to a supportive work culture.
Remote Client Adviser - Wealth Planning & Onboarding employer: Lloyds Wealth
Lloyds Wealth is an exceptional employer, offering a supportive work culture that prioritises employee well-being and flexibility. With generous benefits and a focus on professional development, employees are empowered to grow their skills while delivering tailored financial advice to clients. The remote nature of the role allows for a balanced work-life integration, making it an ideal environment for those seeking meaningful and rewarding employment.
