Lloyds Wealth
New Client Adviser
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Job Type
Permanent
Closing Date
06/08/2026
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people
Location | National (home-based)
Type | Permanent
Salary | £65,000 - £72,000 | London: £76,000- £84,000 (depending on experience) plus uncapped performance-related bonus
A brilliant opportunity to be at the forefront of welcoming new clients to Lloyds Wealth — delivering high-quality advice, supported by a trusted brand and a powerful internal referral network.
At Lloyds Wealth, you’ll join a growing national Financial Planning team with access to a significant flow of new client opportunities, the majority generated through Lloyds Banking Group. This is a role for an experienced adviser who enjoys building trust quickly, understanding client needs in depth, and helping people take the first confident steps in their financial planning journey.
The role
As a New Client Adviser, you’ll play a key role in onboarding new clients into Lloyds Wealth, supporting them through their initial interactions and helping them feel informed, reassured and confident about their financial future.
You understand that great financial advice starts with listening. Through virtual meetings by phone or video, you’ll take time to understand each client’s goals, priorities and wider financial circumstances before delivering tailored, holistic advice across protection, investment and long-term planning needs.
You’ll manage the client journey through the early stages of the relationship, typically for the first three months, ensuring a seamless handover into our ongoing advice team where appropriate. Your ability to build trust, explain complex topics clearly and deliver a high-quality client experience will be central to increasing engagement with our Ongoing Advice Service.
Working as part of the national Financial Planning team, you’ll contribute to a collaborative, client-focused culture while maintaining the highest professional and regulatory standards.
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Why join us?
- Strong internal referral network. Benefit from a consistent flow of prospective clients, with the majority of new business generated through Lloyds Banking Group.
- Focus on advice and client outcomes. Spend your time helping clients understand their options, plan with confidence and make informed financial decisions.
- A trusted brand. Join a wealth business backed by the scale, reputation and client reach of one of the UK’s leading financial services groups.
- Career development. Continue developing your technical expertise, client skills and long-term career within a supportive national advice team.
- Flexibility. Work with clients virtually, using phone and video meetings to provide accessible, efficient and high-quality advice.
- Outstanding benefits. Including generous holiday allowance, private medical cover, life assurance and a highly competitive pension.
What you’ll bring
- Level 4 Diploma in Financial Planning; Level 6 or Chartered status would be desirable but is not essential.
- A strong track record of providing high-quality financial advice to clients.
- Significant experience conducting client meetings and creating tailored financial plans.
- Broad technical knowledge across financial planning, including protection, investments and relevant regulatory requirements.
- Excellent communication and presentation skills, with the ability to build trust quickly and create a positive client experience.
- A client-first mindset, with a strong focus on Consumer Duty and delivering good client outcomes.
- Confidence working virtually with clients by phone or video.
- The ability to manage a large and varied workload while maintaining attention to detail.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Some fantastic benefits our colleagues enjoy:
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- Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
- Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
- Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
- Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
- Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
- Financial Advice: Access to free financial advice to help secure your financial future.
To find out more, please visit the Rewards and Benefits section of our Careers website.
We support flexible working:
We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.
Ready to restart your career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
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 operate under the Senior Managers and Certification Regime as a solo-regulated firm and 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.
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