Wealth manager Work, Jobs in Sunderland, Twr (with Salaries)

Personal Wealth Adviser
Lloyds Wealth —Newcastle upon Tyne
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Director, Wealth Manager
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Business development
- Team management
- Financial services
3d
Business Development Manager
razorblue Careers —Stockton-On-Tees
- £50,000 a year
- Hybrid work
- CRM software
- Customer service
- Writing skills
- Life insurance
Quick apply
4d
Trust Manager
Womble Bond Dickinson —Newcastle upon Tyne
- Full-time
- Hybrid work
- Presentation skills
- Accounting
Paraplanner
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
8d
RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Management
- Analysis skills
- Bachelor's degree
3d
Financial Crime Investigator
Nationwide Building Society —Newcastle upon Tyne
- From £27,500 a year
- Full-time
- Hybrid work
- Data analysis skills
- Communication skills
- Time management
4d
People Resourcing Assistant
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —Newcastle upon Tyne
- £25,760 - £27,476 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Administrative experience
- Driving
4d
Administrator, Client Services - 12 Month Fixed Term Contract
Royal Bank of Canada —Newcastle upon Tyne
- Full-time
- Financial services
- Communication skills
10d
Associate Director - Cost Management - Energy & Natural Resources
Turner & Townsend —Newcastle upon Tyne
- Full-time
- Hybrid work
- Team management
- Contracts
Quick apply
Paralegal (German Speaker)
Document Risk Solutions (DRS) —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Customer Service Advisor
Wave Utilities —Durham
- From £26,634 a year
- Full-time
- Hybrid work
- Computer skills
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
13d
Meter Read Transaction Specialist
Wave Utilities —Durham
- From £26,634 a year
- Full-time
- Hybrid work
- Continuous improvement
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
5d
Nightshift Product Lead.
Biscuit International UK —Gateshead
- Continuous improvement
- Team management
- Organisational skills
14d
Deputy Lead Teacher (ACE36)
KEYFORT Group Ltd —Wallsend
- £34,500 a year
- Full-time
- Supervising experience
- Experience working with children
- Team management
- Free parking
- Health & wellbeing programme
Quick apply
4d
Assurance and Risk Auditor - Legal Aid Agency
Ministry of Justice —Jarrow
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Presentation skills
- Contracts
- Annual leave
- Employee discount
4d
Senior Manufacturing Engineer / Lead Manufacturing Engineer
Lockheed Martin Corporation —Newcastle upon Tyne
- £62,000 - £78,000 a year
- Full-time
- Assembly
- University
- Team management
- Employee assistance programme
- Employee discount
Advanced Dietitian
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —North Shields
- £49,387 - £56,515 a year
- Full-time
- Management
- Research
- Patient care
3d
Consultant in Integrated Sexual Health
Northumbria Healthcare - NHCT Northumbria Healthcare NHS Foundation Trust —South Shields
- £113,565 - £150,569 a year
- Full-time
- Research
- Teaching
10d
Private Client Tax Manager
RMT Accountants & Business Advisors —Durham
- Business development
- Team management
- Mentoring

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wealth manager jobs near sunderland, twr

Personal Wealth Adviser

Lloyds Wealth -
Newcastle upon Tyne

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 | Newcastle
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

wealth manager jobs in sunderland, twr

Personal Wealth Adviser

Director, Wealth Manager

Business Development Manager

Trust Manager

Paraplanner

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Financial Crime Investigator

People Resourcing Assistant

Administrator, Client Services - 12 Month Fixed Term Contract

Associate Director - Cost Management - Energy & Natural Resources

Paralegal (German Speaker)

Customer Service Advisor

Meter Read Transaction Specialist

Nightshift Product Lead.

Deputy Lead Teacher (ACE36)

Assurance and Risk Auditor - Legal Aid Agency

Senior Manufacturing Engineer / Lead Manufacturing Engineer

Advanced Dietitian

Consultant in Integrated Sexual Health

Private Client Tax Manager

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