Existing Relationship Adviser

Job Details

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.

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.

• 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.

• 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.

• 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.

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.

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.