Investment banking Work, Jobs in Manchester (with Salaries)

Personal Wealth Adviser
Lloyds Wealth —Manchester
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
14d
Investment Banking, Associate, MCR, Global Advisory
Rothschild & Co —Manchester
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
Partner Support Executive
Close Brothers —Sale
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Sales
Relationship Banking Manager
Quilter plc —Manchester
- From £5,800 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
13d
Graduate Settlements Officer
The Access Bank UK —Northwich
- £25,000 a year
- Full-time
- Hybrid work
- Management
- Banking
- Employee assistance programme
Quick apply
Associate, Insolvency Cashier | Corporate Finance
FTI Consulting —Manchester
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Wealth Management Manager
Quilter plc —Manchester
- From £8,000 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
Account Manager
Close Brothers —Manchester
- Full-time
- Hybrid work
- CRM software
- Customer service
- Analysis skills
7d
Senior Associate - Corporate Finance (Technology M&A)
Houlihan Lokey —Manchester
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
Customer Support and Collections Associate
Close Brothers —Sale
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
12d
Town Clerk
Aspire Accounting & Tax Aid Ltd —Burnley
- £40,000.00 - £56,945.97 a year
- Part-time
- Hybrid work
- Project management
- Presentation skills
- Organisational skills
Quick apply
7d
Financial Advisory Manager
Evelyn Partners —Manchester
- From £8,500 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
Facilities & Finance Coordinator
CBRE —Manchester
- Full-time
- Microsoft Powerpoint
- Accounting
- Organisational skills
- Annual leave
ACCOUNT MANAGER, VIRTUAL BUSINESS CENTER – Toronto, Halton, Mississauga or Ottawa
Business Development Bank of Canada —Halton
- Full-time
- Hybrid work
- Sales
- Business development
- Bachelor's degree
- Annual leave
Head Of Finance
EG Group —Horwich
- From £95,000 a year
- Full-time
- Hybrid work
- Leadership
- Free parking
- Annual leave
Associate, Property Disputes, Manchester
Trowers & Hamlins —Manchester
- Full-time
- Hybrid work
Quick apply
14d
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
Deputy Money Laundering Reporting Officer UK
Raisin —Manchester
- Hybrid work
- Banking
Project Assistant - Female Only
The Riverside Group —Manchester
- £26,227.50 a year
- Weekend availability
- Administrative experience
- IT
22h
Financial Accountant Senior Bookkeeper for Real Estate Property Portfolio
Bluefin Management —Salford
- From £35,000 a year
- Full-time
- Master's degree
- Analysis skills
- QuickBooks
Quick apply
14d

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Personal Wealth Adviser

Lloyds Wealth -
Manchester

Apply Now

Job details

Full-time
£65,000 - £80,000 a year
14 days ago

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

Closing Date

28/07/2026

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

investment banking jobs in manchester

Personal Wealth Adviser

Investment Banking, Associate, MCR, Global Advisory

Partner Support Executive

Relationship Banking Manager

Graduate Settlements Officer

Associate, Insolvency Cashier | Corporate Finance

Wealth Management Manager

Account Manager

Senior Associate - Corporate Finance (Technology M&A)

Customer Support and Collections Associate

Town Clerk

Financial Advisory Manager

Facilities & Finance Coordinator

ACCOUNT MANAGER, VIRTUAL BUSINESS CENTER – Toronto, Halton, Mississauga or Ottawa

Head Of Finance

Associate, Property Disputes, Manchester

Pensions Administrator

Deputy Money Laundering Reporting Officer UK

Project Assistant - Female Only

Financial Accountant Senior Bookkeeper for Real Estate Property Portfolio

I want to receive the latest job alerts for investment banking in manchester

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