Lloyds Wealth
Personal Wealth Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Your role
You are to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence.
Location | Newcastle
Type | Permanent
Salary | £65,000 - £80,000 + (dependent on experience) plus uncapped performance-related bonus
Closing Date 27/07/2026
An exceptional opportunity for experienced advisers
Combining the scale of the UK’s biggest banking group, unmatched client access and the autonomy to deliver holistic advice.
At Lloyds Wealth you’ll join a business with the reach, referral strength and investment in advice to help established advisers grow a substantial client book without starting from scratch.
The role
As a Personal Wealth Adviser, you believe that financial planning starts by understanding each client’s unique story, their goals and the life they want to build. You’ll deliver holistic, client-led financial advice to new and existing clients, both face-to-face and virtually, taking the time to build a personalised financial plan that reflects their aspirations and adapts as their life evolves.
We’ll expect you to use cash flow modelling and financial planning tools to provide clear, insightful advice.
This is not a cold-start position. You’ll have the backing of the largest banking group in the UK as you utilise a range of business development strategies and expertise to proactively explore the market to onboard new clients, including servicing a constant flow of leads from the wider Lloyds Banking Group, without sacrificing the quality of advice.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
You’ll be supported by robust systems and infrastructure so you can spend more time advising clients.
Why join us?
- Constant leads and referrals. Access one of the UK’s largest client ecosystems. Lloyds Banking Group has a retail footprint in almost every local market in the UK, resulting in a constant stream of leads and referrals to the Wealth business.
- Uncapped bonus. Our uncapped bonus structure is designed to reward advisers who convert opportunity into long-term client value.
- Career Development. We’ll support your ongoing development and additional qualifications within our transparent structure with clearly defined progression pathways.
- Flexibility. You’ll manage your own schedule, predominately working from home, meeting with clients at their homes or at one of our hub locations.
- Exceptional benefits. 30 days holidays, Private Medical, Life Insurance (among others) and a matched pension up to 21% (6% from you, 15% from us)
What you’ll bring
- Level 4 Diploma qualified (Chartered / Level 6 welcome but not essential)
- A strong track record of delivering holistic financial advice
- Experience building lasting client relationships and generating repeat/referral business
- Confidence in conducting client meetings and creating tailored financial plans
- Strong understanding of regulatory requirements, including Consumer Duty
- Experience using cashflow modelling to support robust advice recommendations
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Lloyds Wealth operates 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.
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. Many colleagues work from home, or in a hybrid way.
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.
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.
If you need more insight about what it's like to work here, check out our careers page. If there is no suitable role for you now, keep checking in. New roles come live all the time and they don’t always stick around for long!
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills