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Remote Wealth Adviser — Holistic Planning + Uncapped
Remote / Online - Candidates ideally in
Greenock, Inverclyde, PA16, Scotland, UK
Listed on 2026-08-24
Greenock, Inverclyde, PA16, Scotland, UK
Listing for:
OpCo Lloyds Wealth Management Limited
Remote/Work from Home
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
OpCo Lloyds Wealth Management Limited in Aberdeenshire is seeking an experienced Personal Wealth Adviser to deliver holistic financial planning for clients, combining face-to-face and virtual meetings with in-depth knowledge of risk, retirement, and tax planning. You will tailor comprehensive plans that reflect each client's aspirations and adapt as life evolves.
You’ll use cashflow modelling to provide clear, insightful advice and will onboard new clients from Lloyds Banking Group leads,
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