If you’re a financial adviser seeking a new challenge, we could be the change you’re looking for.
We’re on the lookout for advisers who are passionate about building relationships with clients and making a real difference in their lives. All of our adviser roles are employed, allowing you to prioritise their own long-term financial stability. Does this sound good to you?
We're a fully owned subsidiary of Lloyds Banking Group. Established in 2019, we’re a new company that’s going places backed by 400 years’ experience.
Our unique relationship with Lloyds Bank, Halifax and Bank of Scotland means that you have access to more people who could benefit from financial advice.
Our colleagues in the banking networks are in a great position to identify customers with financial planning needs and, if suitable, make an introduction to us. This allows you to focus on doing what you love – building relationships with the clients who are referred to us to help change lives for the better.
With the rising cost of living crisis and a young family to support, the peace of mind that receiving a non-commission based salary provides is invaluable. I am encouraged and supported to deliver the right outcomes for my clients, not what makes me or the business more money. The freedom to do the right thing for each and every one of my clients is why I became a financial adviser in the first place. I can’t put a price on the level of job satisfaction that this gives me.
Gavin Casizzi, Financial Planning Director
For me personally, especially being newer, I like the security that comes with an employed role and that close partnership with Lloyds where we enjoy a regular lead flow of clients, meaning we're always busy . I also enjoy the flexibility of the role, provided that I am always seeing and helping plenty of clients. With the majority of my clients being new to financial advice, I love being their 'first time' and watching them become more settled and enjoy the meeting as it progresses. They have no idea what to expect and often feel nervous - I like to put them at ease and demonstrate what difference I can make to their financial future. It's all about educating them too.
Tom Harris, Associate
I pride myself on building strong relationships with my clients. I don’t view my job as work but rather an opportunity to help and nurture my clients through their own financial journey. I’m happy to be able to be there for them, locally or on the end of the phone, for any questions they have. At Lloyds Wealth, I'm so grateful that I get to focus on delivering the best possible experience and developing trusted relationships with my clients, rather than chasing new business leads.
Manjinder Singh Gill, Personal Wealth Adviser
I am able to manage my own time and make decisions as if I am working for myself, with the added benefits of an employed model meaning I have confidence and consistency in my earnings. The employed model takes away any bias there could be in the advice process and I am able to do the right thing for my clients every time because of this. We have great technical support available which enables me to be confident when giving advice in more complex client need areas.
Chris Batten, Associate
We offer an industry-leading reward package that acknowledges great performance and enables you to choose benefits which suit your needs.
Highlights include market aligned salary, generous pension scheme offering up to 15% employer contribution, performance dependent annual bonus, 4% benefits allowance, private medical insurance and bi-annual health screening, life assurance, and 30 days holiday.
Our ambitions are clear. We want to be one of the largest Wealth Management companies in the UK. That is why we pride ourselves on offering a market leading benefits package to attract talented people and ensure they continue their career with us.
