wealth manager Work, Jobs in southampton, 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
1d
Early Careers Partner, COO
Quilter —Southampton
- Full-time
- Organisational skills
Project Manager
Quilter —Southampton
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
5d
Audit Assistant Manager
BDO —Southampton
- Full-time
- Supervising experience
Transaction Services Manager/Senior Manager
BDO —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
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
7d
HR Manager
Lane Clark & Peacock —Winchester
- Microsoft Office
- Human resources
- Mentoring
- Annual leave
- Employee discount
2d
Technology Project Manager
Quilter —Southampton
- Full-time
- Analysis skills
- Project management
- Software development
13d
Key Account Director
Brunswick Corporation —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Solicitor – Private Wealth
moorebarlow —Lymington
- Annual leave
Senior Administrative Assistant
Hampshire County Council —Southampton
- £25,186 - £26,244 a year
- Call to connect
- Microsoft Outlook
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
Vulnerability Management Specialist
Quilter —Southampton
- Full-time
- Azure
8d
R&D Assistant Manager
BDO —Southampton
- Full-time
- Tax experience
Transaction Services Director
BDO —Southampton
- Full-time
Category Manager
Parker Hannifin Corporation —Fareham
- Full-time
- English
- Project management
- Bachelor's degree
- Free parking
- Employee assistance programme
HR Data Analyst
Lane Clark & Peacock —Winchester
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee discount
21h
Java Developer
Brunswick Corporation —Southampton
- Full-time
- Java
- JavaScript
- Travel
8d
Tax Senior Manager/ Tax Manager / Tax Assistant Manager
BDO —Southampton
- Full-time
- Leadership
- Tax experience
Mortgage Advisor
OneDome —Southampton
- Full-time
- Communication skills
Quick apply
Service Delivery Manager – Integrated Logistics Support (ILS)
Lockheed Martin Corporation —Havant
- £62,000 - £78,000 a year
- Full-time
- University
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
14d

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Personal Wealth Adviser

Lloyds Wealth
Southampton

Apply Now

Job details

Full-time
£65,000 - £80,000 a year
1 day 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 manager jobs in southampton, ham

Personal Wealth Adviser

Early Careers Partner, COO

Project Manager

Audit Assistant Manager

Transaction Services Manager/Senior Manager

Subcontract Programme Manager - Space

HR Manager

Technology Project Manager

Key Account Director

Solicitor – Private Wealth

Senior Administrative Assistant

Vulnerability Management Specialist

R&D Assistant Manager

Transaction Services Director

Category Manager

HR Data Analyst

Java Developer

Tax Senior Manager/ Tax Manager / Tax Assistant Manager

Mortgage Advisor

Service Delivery Manager – Integrated Logistics Support (ILS)

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