Chartered wealth manager Work, Jobs (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
Associate Director, Cost Management
Linesight —London
- Part-time
- Remote
- Business development
- Contracts
Senior Advice Technician
AFH Financial Group —Remote
- Full-time
- Remote
- Microsoft Office
- Employee discount
5d
Chartered Building Surveyor
Hollis —London
- Hybrid work
- Communication skills
- Flexible schedule
Internal Audit, Asset & Wealth Management Technology Audit, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Data analysis skills
- Master's degree
- SQL
- Employee assistance programme
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Management
- Business development
- Communication skills
Wealth Director
Partnership Recruitment —Billericay
- Up to £100,000 a year
- Hybrid work
- Presentation skills
- School
Project Planner - Water Industry
Stantec —Brighton
- Hybrid work
- Contracts
- Annual leave
6d
MSK Senior + Junior Physiotherapy
One Body LDN —London
- £38,000 - £44,000 a year
- Part-time
- Remote
- Microsoft Excel
- English
- Bachelor's degree
- Annual leave
- Work from home
Technical Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Azure
- PMP
- Project management
7d
E&P Design Manager
Octavius Infrastructure —London
- Full-time
- Hybrid work
- Continuous improvement
- Contracts
- Annual leave
Senior Quality Manager
Network Rail —Blackfriars Station
- £46,701 - £55,411 a year
- Full-time
- Analysis skills
- Continuous improvement
- Construction experience
- Annual leave
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
8d
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Private Banker
HSBC Global Services Limited —Leeds
- Full-time
- Travel
- Communication skills
- Banking
7d
HNW Private Client Lawyer
Holmes and Hills LLP —Braintree
- Tax experience
- Employee assistance programme
- Life insurance
External Audit Manager - AWM
Pwc UK —London
- Full-time
- Hybrid work
- Project management
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —London
- Full-time
- Business development
- Communication skills
- Banking
External Audit Senior Manager - AWM
Pwc UK —London
- Full-time
- Hybrid work
- Project management

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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

chartered wealth manager jobs

Personal Wealth Adviser

Associate Director, Cost Management

Senior Advice Technician

Chartered Building Surveyor

Internal Audit, Asset & Wealth Management Technology Audit, Vice President, Birmingham

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Wealth Director

Project Planner - Water Industry

MSK Senior + Junior Physiotherapy

Technical Project Manager

E&P Design Manager

Senior Quality Manager

Trainee Wealth Manager

Trainee Financial Adviser

Private Banker

HNW Private Client Lawyer

External Audit Manager - AWM

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)

External Audit Senior Manager - AWM

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