Banking relationship manager Work, Jobs in Wilmslow, Chs (with Salaries)

Personal Wealth Adviser
Lloyds Wealth —Manchester
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Partnerships Manager
National Westminster Bank PLC —Manchester
- Full-time
- Hybrid work
- Data analysis skills
- Presentation skills
- Communication skills
- Annual leave
Mortgage Specialist Lead
National Westminster Bank PLC —Manchester
- From £28,475 a year
- Full-time
- Hybrid work
- Training & development
- Communication skills
- Banking
- Annual leave
3d
Senior Account & Channel Manager
Ripjar —Manchester
- Full-time
- Hybrid work
- Business development
- Travel
- AI
- Annual leave
- Employee assistance programme
Quick apply
Financial Controller- Maternity Cover
EA Spaces Ltd —Stoke-on-Trent
- £50,000 - £60,000 a year
- Temporary
- Continuous improvement
- Team management
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply
Manager, M&A Advisory
Interpath Advisory —Manchester
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Mentoring
Quick apply
Corporate Finance Manager
Network Plus —Salford
- £65,000 - £70,000 a year
- Analysis skills
Quick apply
1d
Commercial Funding Manager
DJH —Stoke-on-Trent
- Hybrid work
- Microsoft Powerpoint
- Travel
- Mentoring
Quick apply
Associate Talent Acquisition Partner
Close Brothers —Sale
- Full-time
- Hybrid work
- Recruiting
- Communication skills
10d
Assistant Accountant
Salt Separation Services Ltd —Rochdale
- £32,000 - £34,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
- Life insurance
- Referral programme
Quick apply
Credit Controller
NRG Riverside —Skelmersdale
- £28,000 a year
- Full-time
- Organisational skills
- Computer skills
- Communication skills
- Free parking
- Annual leave
Quick apply
9d
Bar Manager
Georgia Browns, Hindley —Wigan
- From £16 an hour
- Weekend availability
- Bar
- Supervising experience
- Recruiting
Quick apply
Assistant Shop Manager Royton - 6 month FTC
Forget Me Not Children's Hospice —Royton
- £15,300 a year
- Full-time
- Computer literacy
- Organisational skills
- Computer skills
Quick apply
3d
Duty Manager Grand Central
Life Leisure —Stockport
- From £31,484 a year
- Full-time
- In-person
- Communication skills
- Free parking
- Gym membership
Quick apply
1d
Complaints Manager - Lloyds Living
Lloyds Banking Group —Manchester
- £40,824 - £45,360 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Organisational skills
2d
European Service Manager - Italian Speaking
Barclays —Knutsford
- English
- Continuous improvement
- Banking
4d
Account Manager
Close Brothers —Manchester
- Full-time
- Hybrid work
- CRM software
- Analysis skills
- Financial services
Sales Adviser
BarrattDevelopments —Manchester
- Weekend availability
- Customer service
- Computer literacy
- Computer skills
Director, Wealth Manager
Royal Bank of Canada —Manchester
- Full-time
- Business development
- Team management
- Financial services
1d
Regional Lead - Direct Relationship Management - North
Allica Bank —Manchester
- Full-time
- Hybrid work
- Customer service
- Business development
- Team management

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Personal Wealth Adviser

Lloyds Wealth -
Manchester

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 | Warrington/Cheshire
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

banking relationship manager jobs in wilmslow, chs

Personal Wealth Adviser

Partnerships Manager

Mortgage Specialist Lead

Senior Account & Channel Manager

Financial Controller- Maternity Cover

Manager, M&A Advisory

Corporate Finance Manager

Commercial Funding Manager

Associate Talent Acquisition Partner

Assistant Accountant

Credit Controller

Bar Manager

Assistant Shop Manager Royton - 6 month FTC

Duty Manager Grand Central

Complaints Manager - Lloyds Living

European Service Manager - Italian Speaking

Account Manager

Sales Adviser

Director, Wealth Manager

Regional Lead - Direct Relationship Management - North

I want to receive the latest job alerts for banking relationship manager in wilmslow, chs

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