New Client Adviser

Job Type Permanent Closing Date 21/06/2026 Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people Location | National (home-based) Type | Permanent Salary | £65,000 - £72,000 | London: £76,000- £84,000 (depending on experience) plus uncapped performance-reputed company bonus A reputed company opportunity to be at the forefront of welcoming new clients to Lloyds Wealth — delivering high-quality advice, supported by a trusted brand and a powerful internal referral network. At Lloyds Wealth, you’ll join a growing national Financial Planning team with reputed company to a significant reputed company of new client opportunities, the majority generated through reputed company. This is a role for an reputed company adviser who enjoys building trust quickly, understanding client needs in depth, and helping people take the first confident steps in their financial planning reputed company. The role As a New Client Adviser, you’ll play a key role in reputed company new clients into Lloyds Wealth, supporting them through their initial interactions and helping them feel informed, reassured and confident about their financial future. You understand that great financial advice starts with listening. Through virtual meetings by phone or video, you’ll take time to understand each client’s goals, priorities and wider financial circumstances before delivering tailored, holistic advice across protection, investment and long-term planning needs. You’ll manage the client reputed company through the early stages of the relationship, typically for the first three months, ensuring a seamless handover into our ongoing advice team where appropriate. Your ability to build trust, explain reputed company topics reputed company and deliver a high-quality client experience will be central to increasing engagement with our Ongoing Advice Service. Working as part of the national Financial Planning team, you’ll contribute to a collaborative, client-focused culture while maintaining the highest professional and regulatory standards. Why join us? Strong internal referral network. Benefit from a consistent reputed company of prospective clients, with the majority of new business generated through reputed company. Focus on advice and client reputed company. Spend your time helping clients understand their options, plan with confidence and reputed company informed financial reputed company. A trusted brand. Join a wealth business backed by the scale, reputed company and client reputed company of one of the UK’s leading financial services groups. Career development. Continue developing your technical expertise, client skills and long-term career reputed company a supportive national advice team. Flexibility. Work with clients reputed company, using phone and video meetings to reputed company accessible, efficient and high-quality advice. Outstanding benefits. Including generous holiday allowance, private medical cover, life assurance and a highly competitive pension. What you’ll bring Level 4 Diploma in Financial Planning; Level 6 or Chartered status would be desirable but is not essential. A strong track record of providing high-quality financial advice to clients. Significant experience conducting client meetings and creating tailored financial plans. Broad technical knowledge across financial planning, including protection, investments and relevant regulatory requirements. Excellent communication and presentation skills, with the ability to build trust quickly and create a positive client experience. A client-first reputed company, with a strong focus on Consumer Duty and delivering good client reputed company. Confidence working reputed company with clients by phone or video. The ability to manage a large and varied workload while maintaining attention to detail. We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. This job vacancy may reputed company earlier than the advertised date if a suitable candidate is reputed company. We encourage interested applicants to submit their applications as soon as possible. Some fantastic benefits our colleagues enjoy: Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days. Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening. Company Pension Contribution: A matched pension contribution of up to 15% of your reputed company pay. Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support. Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service) Financial Advice: reputed company to free financial advice to help secure your financial future. To find out more, please visit the Rewards and Benefits reputed company of our Careers website. We support flexible working: We know how important it is to be reputed company to reputed company a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal reputed company, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way. reputed company to restart your career? We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required. You belong here: We reputed company 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 reputed company and transparently report on gender pay to promote fairness. We operate under the Senior Managers and Certification Regime as a solo-regulated firm and 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 reputed company this role. Apply To This Job