Wealth manager Work, Jobs in Wolverhampton (with Salaries)

Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Financial Crime Operations Quality Control Specialist
Deutsche Bank —Birmingham
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Bachelor's degree
- Employee discount
10d
Internal Audit, Asset & Wealth Management Technology Audit, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Java
- Master's degree
- Employee assistance programme
Marcus by Goldman Sachs, Workforce Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Communication skills
- Banking
- Employee assistance programme
14d
Social Content Creator
Halfords —Redditch
- Up to £33,000 a year
- Full-time
- Hybrid work
- Driving
- Annual leave
- Employee discount
Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Presentation skills
- 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
Associate HR Advisor - 12-month Fixed Term
RTX Corporate —Solihull
- Full-time
- Hybrid work
- Customer service
- Human resources
- IT
6d
Business Systems Advisor I NEC - Maternity Cover
Levy —Birmingham
- £30,000 a year
- Weekend availability
- Customer service
- Computer literacy
- Microsoft Office
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
6d
Legal Cashier
GloverPriest —Tamworth
- Microsoft Excel
Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Banking
- Employee assistance programme
10d
Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
Quick apply
9d
B2B Client Success Manager
Halfords —Redditch
- Up to £35,000 a year
- Full-time
- Hybrid work
- Contracts
- Annual leave
- Employee discount
UX/UI Designer
Halfords —Redditch
- £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Agile
- Annual leave
- Employee discount
Senior Administrator
JPA Financial Planning —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
9d
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
Operations Process & Policy (Retail SME) - 12 month FTC
Halfords —Redditch
- Full-time
- Travel
- Retail management
- Employee discount
7d
Food & Beverage Assistant - NEC - Birmingham
Levy —Birmingham
- £28,387 a year
- Full-time
- Microsoft Outlook
- Annual leave
- Employee assistance programme
7d
CDD Operations Analyst - FTC
Worldpay (UK) Limited —Birmingham
- Full-time
- Hybrid work
- Analysis skills
- Banking
Quick apply

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wealth manager jobs near wolverhampton

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 wolverhampton

Personal Wealth Adviser

Financial Crime Operations Quality Control Specialist

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

Marcus by Goldman Sachs, Workforce Analyst, Birmingham

Social Content Creator

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

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

Associate HR Advisor - 12-month Fixed Term

Business Systems Advisor I NEC - Maternity Cover

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

Legal Cashier

Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham

Senior Administrator

B2B Client Success Manager

UX/UI Designer

Senior Administrator

Paraplanning Manager

Operations Process & Policy (Retail SME) - 12 month FTC

Food & Beverage Assistant - NEC - Birmingham

CDD Operations Analyst - FTC

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