Personal Wealth Adviser

Your role is 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

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. You’ll be supported by robust systems and infrastructure so you can spend more time advising clients.

• 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, predominantly 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).

• 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