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 uncapped bonuses, generous holidays, and private medical cover.
- Other info: Flexible home working 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 client relationship management.
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.
Overview
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. As an Existing Relationship Adviser, 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.
Key Benefits
- 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.
Qualifications
- 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.
Professional Conduct
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 Opportunities
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.
Existing Relationship Adviser in West Bromwich employer: OpCo Lloyds Wealth Management Limited
Lloyds Wealth is an exceptional employer, offering a unique opportunity for Existing Relationship Advisers to inherit and grow an established client base while enjoying the flexibility of a home-based role. With access to one of the UK's largest client ecosystems, uncapped performance-related bonuses, and a strong commitment to employee development and inclusivity, Lloyds Wealth fosters a supportive work culture that prioritises long-term relationships and career progression.
Contact Details:
OpCo Lloyds Wealth Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Existing Relationship Adviser in West Bromwich
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to introduce you to someone in the industry.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights, engage with posts, and don’t hesitate to reach out directly to hiring managers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Existing Relationship Adviser in West Bromwich
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. Share specific examples of how you've successfully engaged with clients in the past.
Showcase Your Skills:Don’t forget to highlight your Level 4 Diploma in Financial Planning and any relevant experience with cash-flow modelling. We’re looking for someone who can deliver tailored financial plans, so make sure we see that in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother 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 build those long-term relationships.
✨Showcase Your Expertise
Be prepared to discuss your experience in managing client portfolios and delivering high-quality financial advice. Use specific examples from your past roles to demonstrate your knowledge of cash-flow modelling and financial planning tools. This will help you stand out as a candidate who can hit the ground running.
✨Communicate Clearly
Excellent communication skills are key for this role. Practice explaining complex financial concepts in simple terms. During the interview, focus on how you can build trust and engage clients effectively. This will highlight your ability to foster long-term relationships.
✨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 gives you insight into how you can contribute to their success. It’s a great way to demonstrate your proactive mindset!
