New client adviser Work, Jobs in Birmingham, Eng (with Salaries)

New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
13d
New Business Adviser
Crystal Specialist Finance —Tamworth
- £26,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
5d
People Operations Officer, People, Risk and Casework
Government Internal Audit Agency —Birmingham
- £40,979 - £50,538 a year
- Part-time
- Presentation skills
- Human resources
- Annual leave
- Employee discount
8d
Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
13d
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
12d
Business Development Advisor
Mills & Reeve LLP —Birmingham
- Marketing
- Business development
- Organisational skills
Private Client Compliance - Trusts Manager
Cooper Parry —Birmingham
- Full-time
- Remote
- Tax experience
8d
Assistant Surveyor
Cushman & Wakefield —Birmingham
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick apply
Paraplanner
Legal & General Investment Management —Solihull
- Employee discount
Client Services Administrator
Wren Sterling —Leamington Spa
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
7d
Business Development Director
PKF Smith Cooper —Birmingham
- Full-time
- Hybrid work
- Business development
- Communication skills
- Banking
- Annual leave
- Employee discount
Tax Work Experience Programme - Birmingham - October 2026
RSM UK —Birmingham
- Full-time
- Tax experience
11d
Paraplanner
LegalAndGeneral —Solihull
- Full-time
- Hybrid work
- Employee discount
Quick apply
Wealth Planner - Wealth Management
Barclays —Birmingham
Protection Adviser
Partnership Recruitment —Shenstone
- Remote
- Sales
- Customer service
- Communication skills
Audit Experience Programme - Birmingham - October 2026
RSM UK —Birmingham
- Full-time
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Financial Planner
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
1d
Supervision & Development Manager
The Right Advice —Solihull
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
6d
Associate Director - Healthcare Advisory
KPMG —Birmingham
- Part-time
- Project management

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New Client Adviser

Lloyds Wealth -
Birmingham

Apply Now

Job details

Permanent | Full-time
£65,000 - £84,000 a year
13 days ago

Benefits

Financial planning services
Annual leave
Company pension
Work from home
Private medical insurance
Gym membership
Sabbatical
Flexible schedule
Life insurance

Qualifications

Financial planning
Communication skills

Full job description

Job Type

Permanent

Closing Date

21/06/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

Location | National (home-based)
Type | Permanent
Salary | £65,000 - £72,000 | London: £76,000- £84,000 (depending on experience) plus uncapped performance-related bonus

A brilliant opportunity to be at the forefront of welcoming new clients to Lloyds Wealth — delivering high-quality advice, supported by a trusted brand and a powerful internal referral network.

At Lloyds Wealth, you’ll join a growing national Financial Planning team with access to a significant flow of new client opportunities, the majority generated through Lloyds Banking Group. This is a role for an experienced adviser who enjoys building trust quickly, understanding client needs in depth, and helping people take the first confident steps in their financial planning journey.

The role

As a New Client Adviser , you’ll play a key role in onboarding new clients into Lloyds Wealth, supporting them through their initial interactions and helping them feel informed, reassured and confident about their financial future.

You understand that great financial advice starts with listening. Through virtual meetings by phone or video, you’ll take time to understand each client’s goals, priorities and wider financial circumstances before delivering tailored, holistic advice across protection, investment and long-term planning needs.

You’ll manage the client journey through the early stages of the relationship, typically for the first three months, ensuring a seamless handover into our ongoing advice team where appropriate. Your ability to build trust, explain complex topics clearly and deliver a high-quality client experience will be central to increasing engagement with our Ongoing Advice Service.

Working as part of the national Financial Planning team, you’ll contribute to a collaborative, client-focused culture while maintaining the highest professional and regulatory standards.

Why join us?

Strong internal referral network. Benefit from a consistent flow of prospective clients, with the majority of new business generated through Lloyds Banking Group .

Focus on advice and client outcomes. Spend your time helping clients understand their options, plan with confidence and make informed financial decisions.

A trusted brand. Join a wealth business backed by the scale, reputation and client reach of one of the UK’s leading financial services groups.

Career development. Continue developing your technical expertise, client skills and long-term career within a supportive national advice team.

Flexibility. Work with clients virtually, using phone and video meetings to provide accessible, efficient and high-quality advice.

Outstanding benefits. Including generous holiday allowance, private medical cover, life assurance and a highly competitive pension.

What you’ll bring

Level 4 Diploma in Financial Planning; Level 6 or Chartered status would be desirable but is not essential.

A strong track record of providing high-quality financial advice to clients.

Significant e xperience conducting client meetings and creating tailored financial plans.

Broad technical knowledge across financial planning, including protection, investments and relevant regulatory requirements.

Excellent communication and presentation skills, with the ability to build trust quickly and create a positive client experience.

A client-first mindset, with a strong focus on Consumer Duty and delivering good client outcomes.

Confidence working virtually with clients by phone or video.

The ability to manage a large and varied workload while maintaining attention to detail.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
Financial Advice : Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

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. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

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.

We operate 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.

Apply Now

Refine Your Search

new client adviser jobs in birmingham, eng

New Client Adviser

New Business Adviser

People Operations Officer, People, Risk and Casework

Customer Service Administrator (TRA)

Personal Wealth Adviser

Business Development Advisor

Private Client Compliance - Trusts Manager

Assistant Surveyor

Paraplanner

Client Services Administrator

Business Development Director

Tax Work Experience Programme - Birmingham - October 2026

Paraplanner

Wealth Planner - Wealth Management

Protection Adviser

Audit Experience Programme - Birmingham - October 2026

Paraplanner

Financial Planner

Supervision & Development Manager

Associate Director - Healthcare Advisory

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