Personal Wealth Advisor – Flexible, High‑Impact Planning

Personal Wealth Advisor – Flexible, High‑Impact Planning

Full-Time 65000 - 80000 £ / year (est.) No working from home possible
OpCo Lloyds Wealth Management Limited

At a Glance

  • Tasks: Provide clients with tailored financial advice and create personalised financial plans.
  • Company: Join OpCo Lloyds Wealth Management, a leader in financial advisory.
  • Benefits: Enjoy a competitive salary, uncapped bonuses, private medical insurance, and 30 days holiday.
  • Other info: Flexible role with support for further qualifications and career growth.
  • Why this job: Make a real impact on clients' financial futures while advancing your career.
  • Qualifications: Must have Level 4 Diploma and a strong track record in financial advisory.

The predicted salary is between 65000 - 80000 £ per year.

Op Co Lloyds Wealth Management Limited is hiring a Personal Wealth Adviser in Newcastle.

You will provide clients with holistic financial advice and create tailored financial plans to help them achieve their long-term goals.

This permanent role offers a salary ranging from £65,000 to £80,000 and includes an uncapped bonus structure along with comprehensive benefits such as private medical insurance, life insurance, and 30 days holiday.

If you are Level 4 Diploma qualified with a strong track record in financial advisory, this is the opportunity to advance your career with support for additional qualifications.

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OpCo Lloyds Wealth Management Limited

Contact Details:

OpCo Lloyds Wealth Management Limited Recruitment Team

We think you need these skills to ace Personal Wealth Advisor – Flexible, High‑Impact Planning

Holistic Financial Advice
Tailored Financial Planning
Level 4 Diploma in Financial Advice
Financial Advisory Experience
Client Relationship Management
Goal Setting
Communication Skills