Personal wealth Work, Jobs in Consett, Dur (with Salaries)

Personal Wealth Adviser
Lloyds Wealth —Newcastle upon Tyne
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Public Sector Business Development Executive
Wave Utilities —Durham
- From £26,634 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Contracts
- Free parking
- Employee assistance programme
Quick apply
8d
Paralegal (German Speaker)
Document Risk Solutions (DRS) —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
12d
Level 3 Early Years Educator Apprenticeship
Skills North East —Newcastle upon Tyne
- £9 an hour
- Full-time
- Classroom experience
- Free parking
14d
Financial Adviser
Partnership Recruitment —Sunderland
- Administrative experience
- Communication skills
- School
6d
Deputy Lead Teacher (ACE30)
KEYFORT Group Ltd —Wallsend
- £34,500 a year
- Full-time
- Management
- Supervising experience
- Working with children
- Free parking
- Health & wellbeing programme
Quick apply
6d
EYFS Teaching Assistant
Newcastle School for Boys —Newcastle upon Tyne
- £19,166 a year
- Part-time
- In-person
- School
- Teaching
- Free parking
- Employee discount
Quick apply
23h
Mixer
Biscuit International UK —Gateshead
- Organisational skills
- Time management
Private Client Tax Manager
RMT Accountants & Business Advisors —Durham
- Mentoring
- Leadership
- Tax experience
Private Client Tax Manager
RMT —Hexham
- Mentoring
- Leadership
- Tax experience
Quick apply
Multi Skilled Engineer.
Biscuit International UK —Gateshead
- Organisational skills
- Leadership
- Communication skills
Associate Director - Cost Management - Energy & Natural Resources
Turner & Townsend —Newcastle upon Tyne
- Full-time
- Hybrid work
- Contracts
Quick apply
Field Service Engineer - Electrical Bias
SMD Ltd —Wallsend
- Full-time
- Hybrid work
- Analysis skills
- Travel
- Communication skills
- Free parking
- Annual leave
Quick apply
5d
Newcastle Store Manager
Finisterre —Newcastle upon Tyne
- £31,616 - £32,500 a year
- Full-time
- Microsoft Outlook
- Customer service
- Continuous improvement
- Employee assistance programme
- Employee discount
Quick apply
1d
Hydraulics Engineer
SMD Ltd —Wallsend
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Free parking
- Annual leave
Quick apply
5d

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Personal Wealth Adviser

Lloyds Wealth -
Newcastle upon Tyne

Apply Now

Job details

Full-time
£65,000 - £80,000 a year

Benefits

Company pension
Work from home
Private medical insurance
Life insurance

Qualifications

Financial planning
Business development
Customer relationship management

Full job description

Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence.

Location | Newcastle
Type | Permanent
Salary | £65,000 - £80,000 + (dependent on experience) plus uncapped performance-related bonus

Closing Date

27/07/2026

An exceptional opportunity for experienced advisers — combining the scale of the UK’s biggest banking group, unmatched client access and the autonomy to deliver holistic advice.

At Lloyds Wealth you’ll join a business with the reach, referral strength and investment in advice to help established advisers grow a substantial client book without starting from scratch.

The role

As a Personal Wealth Adviser , you believe that financial planning starts by understanding each client’s unique story, their goals and the life they want to build. You’ll deliver holistic, client-led financial advice to new and existing clients, both face-to-face and virtually, taking the time to build a personalised financial plan that reflects their aspirations and adapts as their life evolves. We’ll expect you to use cash flow modelling and financial planning tools to provide clear, insightful advice.

This is not a cold-start position . You’ll have the backing of the largest banking group in the UK as you utilise a range of business development strategies and expertise to proactively explore the market to onboard new clients, including servicing a constant flow of leads from the wider Lloyds Banking Group, without sacrificing the quality of advice. You’ll be supported by robust systems and infrastructure so you can spend more time advising clients.

Why join us?

Constant leads and referrals . Access one of the UK’s largest client ecosystems. Lloyds Banking Group has a retail footprint in almost every local market in the UK, resulting in a constant stream of leads and referrals to the Wealth business.
Uncapped bonus . Our uncapped bonus structure is designed to reward advisers who convert opportunity into long-term client value.
Career Development. We’ll support your ongoing development and additional qualifications within our transparent structure with clearly defined progression pathways.
Flexibility . You’ll manage your own schedule, predominately working from home, meeting with clients at their homes or at one of our hub locations.
Exceptional benefits . 30 days holidays, Private Medical, Life Insurance (among others) and a matched pension up to 21% (6% from you, 15% from us)

What you’ll bring

Level 4 Diploma qualified (Chartered / Level 6 welcome but not essential)
A strong track record of delivering holistic financial advice
Experience building lasting client relationships and generating repeat/referral business
Confidence in conducting client meetings and creating tailored financial plans
Strong understanding of regulatory requirements, including Consumer Duty
Experience using cashflow modelling to support robust advice recommendations

Lloyds Wealth operates 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 perform this role.

We support flexible working. We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. Many colleagues work from home, or in a hybrid way.

You belong here. We embrace 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 all and transparently report on gender pay to promote fairness.

Apply Now

Refine Your Search

personal wealth jobs in consett, dur

Personal Wealth Adviser

Public Sector Business Development Executive

Paralegal (German Speaker)

Client Administrator

Level 3 Early Years Educator Apprenticeship

Financial Adviser

Deputy Lead Teacher (ACE30)

EYFS Teaching Assistant

Mixer

Private Client Tax Manager

Private Client Tax Manager

Multi Skilled Engineer.

Associate Director - Cost Management - Energy & Natural Resources

Field Service Engineer - Electrical Bias

Newcastle Store Manager

Hydraulics Engineer

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