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Holistic Wealth Adviser — Remote
Remote / Online - Candidates ideally in
Pontypridd, Rhondda Cynon Taf, CF37, Wales, UK
Listed on 2026-08-29
Pontypridd, Rhondda Cynon Taf, CF37, Wales, UK
Listing for:
OpCo Lloyds Wealth Management Limited
Part Time, Remote/Work from Home
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Lloyds Wealth is seeking an experienced Personal Wealth Adviser to help clients articulate goals and build a long-term financial plan. You will deliver holistic, client-led advice face-to-face and virtually, using cash flow modelling to support recommendations.
With access to a wide client base from Lloyds Banking Group, you’ll onboard new clients, manage a flexible schedule, and benefit from uncapped bonus and robust benefits, including private medical and pension contributions.
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