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Personal Wealth Advisor Impact Planning

Job in Port Talbot, Neath Port Talbot, SA12, Wales, UK
Listing for: OpCo Lloyds Wealth Management Limited
Full Time, Part Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 80000 GBP Yearly GBP 65000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Personal Wealth Advisor – Flexible, High‑Impact Planning

OpCo Lloyds Wealth Management Limited is hiring a Personal Wealth Adviser in Newcastle. You will provide clients with holistic financial advice and create tailored financial plans to help them achieve their long-term goals.

This permanent role offers a salary ranging from £65,000 to £80,000 and includes an uncapped bonus structure along with comprehensive benefits such as private medical insurance, life insurance, and 30 days holiday.

If you are Level 4 Diploma qualified with a strong track record in financial advisory, this is the opportunity to advance your career with support for additional qualifications.

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