Holistic Wealth Adviser β€” Remote & Flexible, High Bonus

Holistic Wealth Adviser β€” Remote & Flexible, High Bonus

Full-Time No working from home possible
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Lloyds Wealth is seeking an experienced Personal Wealth Adviser to help clients articulate goals and build a long-term financial plan. You will deliver holistic, client-led advice face-to-face and virtually, using cash flow modelling to support recommendations.

With access to a wide client base from Lloyds Banking Group, you’ll onboard new clients, manage a flexible schedule, and benefit from uncapped bonus and robust benefits, including private medical and pension contributions.

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Contact Details:

OpCo Lloyds Wealth Management Limited Recruitment Team