Banking relationship manager Work, Jobs in Lichfield, Sts (with Salaries)

Existing Relationship Adviser
Lloyds Wealth —Birmingham
- £76,000 - £84,000 a year
- Full-time
- Remote
- Communication skills
- Work from home
- Flexible schedule
2026 Wealth Management Graduate Trainee (Birmingham)
Schroders —Birmingham
- £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
3d
Corporate Relationship Manager - Birmingham
Metro Bank PLC —Birmingham
- Hybrid work
- Hospitality
- Customer service
- SharePoint
Relationship Manager - West Midlands
Allica Bank —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Banking
Account Manager (Motor Finance Brokers - South)
Tandem Bank —Birmingham
- £47,500 - £55,000 a year
- Monday to Friday
- Remote
- Organisational skills
- Time management
- Annual leave
- Employee discount
Quick apply
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
New Business Relationship Manager - Birmingham
Allica Bank —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Banking
Governance & Commercial Support Specialist
BNP Paribas —Solihull
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Banking
- Employee discount
Motor Finance Account Manager (Dealers - Birmingham and South West)
Tandem Bank —Birmingham
- £47,500 - £55,000 a year
- Monday to Friday
- Remote
- Organisational skills
- Time management
- Annual leave
- Employee discount
Quick apply
Head of Branch Performance
Coventry Building Society —Coventry
- £126,000 a year
- Full-time
- Management
- Sales
- Leadership
9d
Internal Sales/Case Manager - Bridging Finance
Paragon Banking Group —Solihull
- Part-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
6d
Senior Manager, Banking, Finance Strategy
Deloitte —Birmingham
- Hybrid work
- No degree
- AI
- Leadership
CDD Operations Analyst Onboarding
Worldpay (UK) Limited —Birmingham
- Analysis skills
- Bachelor's degree
- Banking
Quick apply
3d
Data Privacy Manager
BNP Paribas —Solihull
- Full-time
- Hybrid work
- Project management
- IT
- Employee discount
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Director Business Development
Nationwide Building Society —Birmingham
- £70,000 - £90,000 a year
- Full-time
- Travel
- Financial services
- Business
9d
Risk Manager - Partner Finance
BNP Paribas —Solihull
- Full-time
- Hybrid work
- SQL
- Analysis skills
- Employee discount
- Life insurance
Facilities Manager
BNP Paribas —Solihull
- Full-time
- IT
- Leadership
- Time management
- Employee discount
- Life insurance
Business Development Director
PKF Smith Cooper —Birmingham
- Full-time
- Hybrid work
- Business development
- Communication skills
- Banking
- Annual leave
- Employee discount
National Account Manager
Bestway Group —Coventry
- Full-time
- Presentation skills
- Organisational skills
Quick apply
10d

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Existing Relationship Adviser

Lloyds Wealth -
Birmingham

Apply Now

Job details

Full-time
£76,000 - £84,000 a year

Benefits

Company pension
Work from home
Flexible schedule

Qualifications

Financial planning
Communication skills

Full job description

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

Closing Date

21/06/2026

An exceptional opportunity to inherit and grow an established client base — delivering high-quality advice backed by a trusted brand and strong internal referral network.

At Lloyds Wealth , you’ll join a business with the scale, reputation and client access to help experienced advisers deepen long-term relationships and deliver meaningful financial outcomes. This role provides the platform to focus on what matters most — your clients — while continuing to grow through referrals and ongoing engagement.

The role

As an Existing Relationship Adviser , you understand that great financial planning is built on long-term trust. You’ll take ownership of an established portfolio of clients, delivering ongoing, holistic advice and ensuring their financial plans continue to evolve alongside their lives.

You’ll build deep relationships across your client base — understanding their goals, priorities and changing circumstances — and providing proactive advice that gives them confidence in their financial future. Through regular engagement and high-quality service, you’ll identify opportunities to add further value, strengthen relationships and support multi-generational planning.

Using cashflow modelling and financial planning tools, you’ll deliver clear, personalised advice that brings financial plans to life. You’ll also work closely with the wider team to onboard newly acquired or referred clients, ensuring a seamless and consistent client experience.

Why join us?

Established client portfolio. Inherit and manage an existing book of clients, with opportunities to expand through referrals and internal introductions.
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. Ongoing support to develop your expertise, broaden your client base and continue progressing your career.
Flexibility. Manage your own schedule, working in a hybrid way — balancing home working with client meetings.
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
A strong track record of delivering high-quality financial advice to clients
Experience managing and growing relationships within an existing client portfolio
Confidence in leading client meetings and delivering tailored financial plans
Strong knowledge across financial planning areas and regulatory requirements
Experience using cashflow modelling to support client outcomes
Excellent communication skills, with the ability to build trust and long-term client engagement
A proactive mindset, with a focus on identifying opportunities to deepen relationships and improve client outcomes

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 lichfield, sts

Existing Relationship Adviser

2026 Wealth Management Graduate Trainee (Birmingham)

Corporate Relationship Manager - Birmingham

Relationship Manager - West Midlands

Account Manager (Motor Finance Brokers - South)

New Client Adviser

New Business Relationship Manager - Birmingham

Governance & Commercial Support Specialist

Motor Finance Account Manager (Dealers - Birmingham and South West)

Head of Branch Performance

Internal Sales/Case Manager - Bridging Finance

Senior Manager, Banking, Finance Strategy

CDD Operations Analyst Onboarding

Data Privacy Manager

Personal Wealth Adviser

Director Business Development

Risk Manager - Partner Finance

Facilities Manager

Business Development Director

National Account Manager

I want to receive the latest job alerts for banking relationship manager in lichfield, sts

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