Wealth planning Work, Jobs in Fareham, Ham (with Salaries)

Personal Wealth Adviser
Lloyds Wealth —Southampton
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
9d
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Planning Archaeologist
Southampton City Council —Southampton
- £41,771 - £46,141 a year
- Call to connect
- Microsoft Office
- IT
- Employee assistance programme
- Employee discount
9d
Compliance Control Testing Officer - Waterlooville Hybrid
Argentis Group Limited —Waterlooville
- Full-time
- Hybrid work
- Financial services
- Employee discount
Quick apply
8d
Business Development Executive (B2B)
Parker Hannifin Corporation —Fareham
- Full-time
- Sales
- Salesforce
- Business development
- Free parking
- Employee assistance programme
Commercial Contract Specialist II
Parker Hannifin Corporation —Fareham
- Full-time
- Analysis skills
- Bachelor's degree
- Contracts
- Free parking
- Employee assistance programme
Senior Wealth Planner - Wealth Management
Barclays —Southampton
- Financial services
- Negotiation
1d
Customer Service Administrator
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Ground Integrated Project Team Engineer
Lockheed Martin Corporation —Havant
- £81,000 - £100,500 a year
- Full-time
- University
- Employee assistance programme
- Employee discount
Personal Assistant
Quilter —Southampton
- Full-time
- Organisational skills
- Communication skills
4d
Teacher of Performing Arts (Music) - Portchester Community School
Education Jobs South —Fareham
- £13,166 - £18,140 a year
- Part-time
- Classroom experience
- School
5h
Subcontract Programme Manager - Space
Lockheed Martin Corporation —Havant
- £66,000 - £82,000 a year
- Full-time
- Hybrid work
- University
- Travel
- Communication skills
- Employee assistance programme
- Employee discount
Head of Transformation, RMS UK
Lockheed Martin Corporation —Havant
- £107,000 - £134,000 a year
- Full-time
- Business
- Communication skills
- Time management
- Employee assistance programme
- Employee discount
8d
Paraplanner
Howard Wealth Management Ltd —Lee-on-the-Solent
- £30,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Free parking
Quick apply
Finance Change Analyst (18 Month FTC)
Quilter —Southampton
- Full-time
- Data analysis skills
- Communication skills
2d
Head of Programme Management, RMS UK
Lockheed Martin Corporation —Havant
- £112,000 - £140,000 a year
- Full-time
- Management
- Organisational skills
- Business
- Employee assistance programme
- Employee discount
8d
Reward Analyst
Quilter —Southampton
- Full-time
- Microsoft Excel
- Microsoft Office
- Financial services
Customer Operations Technician
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Finance Analyst (12 Month FTC)
Quilter —Southampton
- Full-time
2d
Solicitor – Private Wealth
moorebarlow —Lymington
- Annual leave

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wealth planning jobs near fareham, ham

Personal Wealth Adviser

Lloyds Wealth
Southampton

Apply Now

Job details

Full-time
£65,000 - £80,000 a year
9 days ago

Benefits

Company pension
Work from home
Private medical insurance
Life insurance

Qualifications

Financial planning
Business development
Customer relationship management

Full job description

Location | Southampton / Salisbury (hybrid)
Type | Permanent
Salary | £65,000 - £80,000 (depending on experience) plus uncapped performance-related bonus

Closing Date

14/06/2026

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 planning jobs in fareham, ham

Personal Wealth Adviser

Financial Planner

Planning Archaeologist

Compliance Control Testing Officer - Waterlooville Hybrid

Business Development Executive (B2B)

Commercial Contract Specialist II

Senior Wealth Planner - Wealth Management

Customer Service Administrator

Ground Integrated Project Team Engineer

Personal Assistant

Teacher of Performing Arts (Music) - Portchester Community School

Subcontract Programme Manager - Space

Head of Transformation, RMS UK

Paraplanner

Finance Change Analyst (18 Month FTC)

Head of Programme Management, RMS UK

Reward Analyst

Customer Operations Technician

Finance Analyst (12 Month FTC)

Solicitor – Private Wealth

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