At a Glance
- Tasks: Welcome new clients and guide them through their financial planning journey.
- Company: Join Lloyds Wealth, a leader in financial advice with a client-first approach.
- Benefits: Enjoy 30 days annual leave, private medical insurance, and a generous pension contribution.
- Other info: Embrace diversity and enjoy a supportive, inclusive work culture.
- Why this job: Make a real difference in clients' lives while working flexibly from home.
- Qualifications: Level 4 Diploma in Financial Planning; experience in client meetings is a plus.
The predicted salary is between 35000 - 45000 £ per year.
Permanent role based nationally (home‑based). As a New Client Adviser, you will be at the forefront of welcoming new clients into Lloyds Wealth, delivering high‑quality advice and ensuring a smooth start to their financial planning journey.
Responsibilities
- Support clients through initial interactions and help them feel informed, reassured and confident about their financial future.
- Use virtual meetings by phone or video to listen, understand each client’s goals, priorities and wider financial circumstances.
- Deliver tailored, holistic advice across protection, investment and long‑term planning needs.
- Manage the client journey for the first three months, ensuring a seamless handover to the ongoing advice team.
- Build trust, explain complex topics clearly and deliver a high‑quality client experience to increase engagement with the Ongoing Advice Service.
- Contribute to a collaborative, client‑focused culture while maintaining the highest professional and regulatory standards.
Qualifications
- Level 4 Diploma in Financial Planning; Level 6 or Chartered status desirable but not essential.
- Strong track record of providing high‑quality financial advice.
- Significant experience conducting client meetings and creating tailored financial plans.
- Broad technical knowledge across financial planning, including protection, investments and regulatory requirements.
- Excellent communication and presentation skills, with the ability to build trust quickly and create a positive client experience.
- Client‑first mindset with a strong focus on Consumer Duty and delivering good client outcomes.
- Confidence working virtually with clients by phone or video.
- Ability to manage a large and varied workload while maintaining attention to detail.
Benefits
- 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
- Company‑paid private medical insurance.
- Life insurance.
- Health screening.
- Company pension contribution of up to 15% of base pay.
- Flexible cash allowance to spend on additional benefits such as dental cover, paid sabbatical leave, gym membership and menopause support.
- Bonus opportunity based on individual and company performance, eligible after 3 months of service.
- Free financial advice to help secure your financial future.
Flexible Working
- Work with clients virtually using phone and video meetings.
- Informal flexible hours, reduced working hours and job‑sharing arrangements.
- Option to work from home or in a hybrid setting.
Diversity & Inclusion
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. We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
We operate under the Senior Managers and Certification Regime as a solo‑regulated firm. If this role is classed as a Certified Role, you will be subject to enhanced vetting and additional conduct and regulatory duties, and will need to certify annually that you are fit and proper to perform this role.
New Client Adviser employer: OpCo Lloyds Wealth Management Limited
Lloyds Wealth is an exceptional employer, offering a supportive and inclusive work culture that prioritises client satisfaction and employee well-being. With flexible working arrangements, comprehensive benefits including private medical insurance and a generous pension contribution, as well as opportunities for professional growth, employees are empowered to thrive in their roles while making a meaningful impact on clients' financial futures.
Contact Details:
OpCo Lloyds Wealth Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land New Client Adviser
✨Tip Number 1
Get to know the company inside out! Research Lloyds Wealth, their values, and what they stand for. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Set up mock interviews with friends or family to get comfortable discussing your experience and how it aligns with the New Client Adviser role. The more you practice, the more confident you'll feel during the real deal.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider tips and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace New Client Adviser
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the New Client Adviser role. Highlight your experience in providing high-quality financial advice and your ability to build trust with clients. We want to see how you can bring your unique skills to our team!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, it's crucial to demonstrate your excellent communication and presentation skills. Use clear and concise language in your application to reflect how you would engage with clients effectively.
Highlight Relevant Qualifications:Don’t forget to mention your Level 4 Diploma in Financial Planning and any other relevant qualifications. If you have a Level 6 or Chartered status, make sure to flaunt it! We love seeing candidates who are committed to their professional development.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at OpCo Lloyds Wealth Management Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around protection, investments, and regulatory requirements. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Practice Virtual Communication
Since this role involves a lot of virtual meetings, practice your video call skills. Ensure your tech works smoothly, and try to engage with a friend or family member to get comfortable with presenting yourself clearly and professionally on camera.
✨Client-Centric Mindset
Demonstrate your client-first approach by preparing examples of how you've successfully built trust and delivered tailored advice in previous roles. This will highlight your ability to connect with clients and ensure they feel reassured about their financial journey.
✨Showcase Your Adaptability
Be ready to discuss how you manage a varied workload while maintaining attention to detail. Share specific instances where you've successfully juggled multiple tasks, as this will illustrate your organisational skills and ability to thrive in a fast-paced environment.
