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 a competitive salary, uncapped bonuses, and outstanding benefits including private medical cover.
- Other info: Flexible hybrid working model with excellent career development opportunities.
- Why this job: Make a real impact by building long-term relationships and helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and experience in managing client relationships.
The predicted salary is between 65000 - 72000 £ per year.
Location: National (home‑based). Type: Permanent. Salary: National: £65,000‑£72,000; London: £76,000‑£84,000 (depending on experience). Plus uncapped performance‑related bonus.
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. 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.
Key Responsibilities- Take ownership of an established portfolio of clients, delivering ongoing, holistic advice.
- Build deep relationships across your client base, understanding goals, priorities and changing circumstances, and providing proactive advice that gives confidence in the financial future.
- Identify opportunities to add further value, strengthen relationships and support multi‑generational planning through regular engagement and high‑quality service.
- Deliver clear, personalised advice using cash‑flow modelling and financial planning tools.
- Onboard newly acquired or referred clients, ensuring a seamless and consistent client experience in collaboration with the wider team.
- Established client portfolio—inherit and manage an existing book of clients with expansion opportunities through referrals and internal introductions.
- Constant leads and referrals—access one of the UK’s largest client ecosystems through Lloyds Banking Group’s extensive retail footprint.
- Uncapped bonus—reward for converting opportunity into long‑term client value.
- Career development—ongoing support to develop expertise, broaden client base and progress career.
- Flexibility—manage own schedule with a hybrid model of home working and client meetings.
- Outstanding benefits—generous holiday allowance, private medical cover, life assurance and a highly competitive pension.
- Level 4 Diploma in Financial Planning.
- 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 cash‑flow modelling to support client outcomes.
- Excellent communication skills, with the ability to build trust and long‑term client engagement.
- Proactive mindset, focused 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. 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.
Equal OpportunitiesWe 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.
Existing Relationship Adviser employer: OpCo Lloyds Wealth Management Limited
Lloyds Wealth is an exceptional employer that offers a unique opportunity for Existing Relationship Advisers to thrive in a supportive and flexible work environment. With access to one of the UK's largest client ecosystems, generous benefits including private medical cover and a competitive pension, and a strong focus on career development, employees can build meaningful relationships while enjoying a rewarding work-life balance. The company's commitment to diversity and inclusion further enhances its reputation as a great place to work.
Contact Details:
OpCo Lloyds Wealth Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Existing Relationship Adviser
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, or even hit up LinkedIn. The more connections you make, the better your chances of landing that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t hold back! Share your success stories and how you've helped clients in the past. This is your time to shine and show them why you're the perfect fit for the role.
✨Follow Up Like a Boss
After any meeting or interview, drop a quick thank-you note. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the position!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you a better chance but also shows your enthusiasm for being part of the StudySmarter family.
We think you need these skills to ace Existing Relationship Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Existing Relationship Adviser. Highlight your experience in managing client portfolios and delivering high-quality financial advice. We want to see how you’ve built trust and relationships with clients!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can add value to our team. Be sure to mention your proactive mindset and any relevant achievements that showcase your skills.
Showcase Your Communication Skills:As an Existing Relationship Adviser, communication is key! In your application, demonstrate your ability to convey complex financial concepts clearly. We love seeing examples of how you've successfully engaged with clients in the past.
Apply Through Our Website:We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at OpCo Lloyds Wealth Management Limited
✨Know Your Clients
Before the interview, take some time to research the types of clients you’ll 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 hit the ground running.
✨Showcase Your Relationship Skills
As an Existing Relationship Adviser, building trust is key. Prepare examples from your past experiences where you successfully managed client relationships. Highlight how you’ve adapted your approach based on client feedback or changing circumstances.
✨Demonstrate Financial Acumen
Brush up on your knowledge of financial planning tools and cash-flow modelling. Be ready to discuss how you’ve used these in previous roles to enhance client outcomes. This will demonstrate your technical skills and ability to deliver high-quality advice.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and how they support their advisers. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.
