Wealth manager Work, Jobs in Newcastle Upon Tyne, Twr (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
Director, Wealth Manager
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Business development
- Team management
- Financial services
3d
Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Trust Manager
Womble Bond Dickinson —Newcastle upon Tyne
- Full-time
- Hybrid work
- Presentation skills
- Accounting
Financial Planning Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
6d
Paraplanner
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
7d
Financial Crime Investigator
Nationwide Building Society —Newcastle upon Tyne
- From £27,500 a year
- Full-time
- Hybrid work
- Data analysis skills
- Communication skills
- Time management
3d
RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Management
- Analysis skills
- Bachelor's degree
3d
Associate Director - Cost Management - Energy & Natural Resources
Turner & Townsend —Newcastle upon Tyne
- Full-time
- Hybrid work
- Team management
- Contracts
Quick apply
Administrator, Client Services - 12 Month Fixed Term Contract
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Financial services
- Communication skills
9d
People Resourcing Assistant
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Newcastle upon Tyne
- £25,760 - £27,476 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Administrative experience
- Driving
4d
Paralegal (German Speaker)
Document Risk Solutions (DRS) —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Customer Service Advisor
Wave Utilities —Durham
- From £26,634 a year
- Full-time
- Hybrid work
- Computer skills
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
12d
Nightshift Product Lead.
Biscuit International UK —Gateshead
- Continuous improvement
- Team management
- Organisational skills
13d
Tax and Trust Associate
Womble Bond Dickinson —Newcastle upon Tyne
- Full-time
- Hybrid work
- Microsoft Word
- Accounting
- Tax experience
Newcastle Store Manager
Finisterre —Newcastle upon Tyne
- £31,616 - £32,500 a year
- Full-time
- Customer service
- Training & development
- Retail management
- Employee assistance programme
- Employee discount
Quick apply
Private Client Tax Manager
RMT Accountants & Business Advisors —Newcastle upon Tyne
- Business development
- Team management
- Mentoring
Systems Engineering - Requirements and Verification Manager
Lockheed Martin Corporation —Newcastle upon Tyne
- £72,000 - £90,000 a year
- Full-time
- Analysis skills
- University
- Leadership
- Employee assistance programme
- Employee discount
Senior Manufacturing Engineer / Lead Manufacturing Engineer
Lockheed Martin Corporation —Newcastle upon Tyne
- £62,000 - £78,000 a year
- Full-time
- Assembly
- University
- Team management
- Employee assistance programme
- Employee discount
Assurance and Risk Auditor - Legal Aid Agency
Ministry of Justice —Jarrow
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Presentation skills
- Contracts
- Annual leave
- Employee discount
3d

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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
Lead generation for financial services industry
Financial advisory experience
Client engagement
Business development

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

18/08/2026

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

wealth manager jobs in newcastle upon tyne, twr

Personal Wealth Adviser

Director, Wealth Manager

Client Administrator

Trust Manager

Financial Planning Client Administrator

Paraplanner

Financial Crime Investigator

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Associate Director - Cost Management - Energy & Natural Resources

Administrator, Client Services - 12 Month Fixed Term Contract

People Resourcing Assistant

Paralegal (German Speaker)

Customer Service Advisor

Nightshift Product Lead.

Tax and Trust Associate

Newcastle Store Manager

Private Client Tax Manager

Systems Engineering - Requirements and Verification Manager

Senior Manufacturing Engineer / Lead Manufacturing Engineer

Assurance and Risk Auditor - Legal Aid Agency

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