At a Glance
- Tasks: Deliver personalised financial advice and build lasting client relationships.
- Company: Join Lloyds Wealth, part of the UK's largest banking group.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and exceptional benefits.
- Other info: Embrace diversity and enjoy a supportive, inclusive work environment.
- Why this job: Make a real impact on clients' lives while enjoying flexibility and career growth.
- Qualifications: Level 4 Diploma qualified with experience in holistic financial advice.
The predicted salary is between 65000 - 80000 £ per year.
Location: Mid Devon (hybrid)
Type: Permanent
Salary: £65,000 - £80,000 (depending on experience) plus uncapped performance-related bonus
Closing Date: 14/06/2026
An exceptional opportunity for experienced advisers - combining the scale of the UK's biggest banking group, unmatched client access and the autonomy to deliver holistic advice.
At Lloyds Wealth you'll join a business with the reach, referral strength and investment in advice to help established advisers grow a substantial client book without starting from scratch.
The role:
As a Personal Wealth Adviser, you believe that financial planning starts by understanding each client's unique story, their goals and the life they want to build. You'll deliver holistic, client-led financial advice to new and existing clients, both face-to-face and virtually, taking the time to build a personalised financial plan that reflects their aspirations and adapts as their life evolves. We'll expect you to use cash flow modelling and financial planning tools to provide clear, insightful advice.
This is not a cold-start position. You'll have the backing of the largest banking group in the UK as you utilise a range of business development strategies and expertise to proactively explore the market to onboard new clients, including servicing a constant flow of leads from the wider Lloyds Banking Group, without sacrificing the quality of advice. You'll be supported by robust systems and infrastructure so you can spend more time advising clients.
- 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: We'll support your ongoing development and additional qualifications within our transparent structure with clearly defined progression pathways.
- Flexibility: You'll manage your own schedule, predominately working from home, meeting with clients at their homes or at one of our hub locations.
- Exceptional benefits: 30 days holidays, Private Medical, Life Insurance (among others) and a matched pension up to 21% (6% from you, 15% from us).
What you'll bring:
- Level 4 Diploma qualified (Chartered / Level 6 welcome but not essential)
- A strong track record of delivering holistic financial advice
- Experience building lasting client relationships and generating repeat/referral business
- Confidence in conducting client meetings and creating tailored financial plans
- Strong understanding of regulatory requirements, including Consumer Duty
- Experience using cashflow modelling to support robust advice recommendations
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.
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 website.
If there is no suitable role for you now, keep checking in. New roles come live all the time and they don't always stick around for long!
Personal Wealth Adviser in Taunton employer: Lloyds Wealth
At Lloyds Wealth, we pride ourselves on being an exceptional employer, offering Personal Wealth Advisers the unique opportunity to thrive within the UK's largest banking group. With a strong focus on employee growth, our transparent career development pathways and uncapped performance-related bonuses ensure that your hard work is rewarded. Enjoy a flexible working environment in Mid Devon, where you can balance your professional and personal life while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Wealth Adviser in Taunton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. The more connections you make, the better your chances of landing that Personal Wealth Adviser role.
✨Tip Number 2
Showcase your expertise! Prepare for interviews by brushing up on your knowledge of financial planning tools and cash flow modelling. Be ready to discuss how you've used these in past roles to create tailored financial plans. This will demonstrate your capability and confidence to potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch. Focus on how you can deliver holistic, client-led financial advice and build lasting relationships. The more comfortable you are talking about your experience, the more likely you are to impress during the real deal.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re genuinely interested in joining us at Lloyds Wealth. Don’t miss out on the chance to be part of a team that values your individuality and expertise!
We think you need these skills to ace Personal Wealth Adviser in Taunton
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Personal Wealth Adviser role. Highlight your experience in delivering holistic financial advice and building client relationships, as these are key aspects of the job.
Showcase Your Qualifications:Don’t forget to mention your Level 4 Diploma or any additional qualifications you have. We want to see how your credentials align with our expectations, so make them stand out!
Be Authentic:Let your personality shine through in your application. We value individuality and want to know about your unique story and how it shapes your approach to financial planning.
Apply Through Our Website:For the best chance of success, apply directly through our website. This way, we can easily track your application and ensure it reaches the right people at Lloyds Wealth.
How to prepare for a job interview at Lloyds Wealth
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around cash flow modelling and regulatory requirements. Being able to discuss these topics confidently will show that you're serious about the role and understand what it takes to deliver holistic advice.
✨Personalise Your Approach
Since this role is all about understanding clients' unique stories, think about how you can demonstrate your ability to build lasting relationships. Prepare examples of how you've tailored financial plans in the past and be ready to discuss how you would approach new clients.
✨Showcase Your Success
Be prepared to talk about your track record in generating repeat and referral business. Highlight specific achievements and how you’ve turned opportunities into long-term client value. This will help illustrate your capability to thrive in a role that relies on strong client relationships.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with questions that show your interest in the company and the role. Ask about their approach to client relationships or how they support advisers in their professional development. This not only shows your enthusiasm but also helps you gauge if it's the right fit for you.
