Wealth manager Work, Jobs in Longbridge, Wmd (with Salaries)

Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Marcus by Goldman Sachs, Delivery Workforce Planning and Hiring Process Manager, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
8d
Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Mentoring
- Communication skills
- Employee assistance programme
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
UX/UI Designer
Halfords —Redditch
- £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Agile
- Annual leave
- Employee discount
Financial Crime Operations Quality Control Specialist
Deutsche Bank —Birmingham
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Bachelor's degree
- Employee discount
12d
Internal Audit, Asset & Wealth Management Technology Audit, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Java
- Master's degree
- Employee assistance programme
Key Account Manager
IQVIA —Solihull
- Full-time
- Sales
- No degree
- Negotiation
- Annual leave
- Employee discount
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
Senior Operations Manager – Logistics
Halfords —Redditch
- Full-time
- Continuous improvement
- Communication skills
- Annual leave
- Employee discount
Transformation Project Manager- 8 Month FTC
Halfords —Redditch
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Project management
- Continuous improvement
- Communication skills
- Annual leave
- Employee discount
11d
ER Case Manager
Serco Group —Solihull
- Full-time
- Hybrid work
- Management
- Human resources
- Negotiation
- Employee assistance programme
- Employee discount
2d
Innovation and Legal Technology Senior Manager
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- AI
- Leadership
Quick apply
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
Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Banking
- Employee assistance programme
12d
Openings Support Manager
Hickory's Smokehouse —Birmingham
- Up to £35,000 a year
- Full-time
- Driving
- Restaurant
- Restaurant experience
- Health & wellbeing programme
- Employee discount
Quick apply
Marcus by Goldman Sachs, Workforce Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Communication skills
- Banking
- Employee assistance programme
Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Presentation skills
- Communication skills
- Banking
- Employee assistance programme
Talent Acquisition Consultant
Serco Group —Solihull
- £35,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
2d

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wealth manager jobs near longbridge, wmd

Personal Wealth Adviser

Lloyds Wealth -
Birmingham

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

Location | Birmingham/West Midlands (hybrid)
Type | Permanent
Salary | £65,000 - £80,000+ (depending on experience) plus uncapped performance-related bonus

Closing Date

16/08/2026

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 longbridge, wmd

Personal Wealth Adviser

Marcus by Goldman Sachs, Delivery Workforce Planning and Hiring Process Manager, Vice President, Birmingham

Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham

New Client Adviser

UX/UI Designer

Financial Crime Operations Quality Control Specialist

Internal Audit, Asset & Wealth Management Technology Audit, Associate, Birmingham

Key Account Manager

Paraplanning Manager

Senior Operations Manager – Logistics

Transformation Project Manager- 8 Month FTC

ER Case Manager

Innovation and Legal Technology Senior Manager

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

Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham

Openings Support Manager

Marcus by Goldman Sachs, Workforce Analyst, Birmingham

Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham

Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham

Talent Acquisition Consultant

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