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About the Role

Join a growing national Financial Planning team at Lloyds Wealth, focusing on onboarding new clients and delivering high-quality, tailored financial advice. This role offers a significant flow of new client opportunities and supports individuals in their financial planning journey.

Responsibilities

• Onboarding new clients into Lloyds Wealth.
• Supporting clients through their initial interactions.
• Delivering tailored, holistic advice across protection, investment, and long-term planning needs.
• Managing the client journey through the early stages (typically first three months).
• Ensuring a seamless handover to the ongoing advice team.
• Contributing to a collaborative, client-focused culture.
• Maintaining the highest professional and regulatory standards.

Requirements

• Level 4 Diploma in Financial Planning.
• A strong track record of providing high-quality financial advice to clients.
• Significant experience 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.
• 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.
• Ability to manage a large and varied workload while maintaining attention to detail.

Skills

• Financial planning
• Client relationship management
• Communication
• Presentation
• Trust building
• Virtual client interaction

Location

• National (home-based)

Work Type

• Permanent
• Flexible working
• Hybrid
• Remote

Experience Level

• Depending on experience

Education Level

• Level 4 Diploma in Financial Planning
• Level 6 or Chartered status (desirable)

Salary/Compensations

• £65,000 - £72,000
• London: £76,000- £84,000
• Plus uncapped performance-related bonus

Benefits

• Generous holiday allowance (30 days plus bank holidays, option to buy/sell 5 days).
• Private medical cover.
• Life assurance.
• Highly competitive pension (matched up to 15%).
• Flexible allowance for additional benefits (dental, sabbatical, gym, menopause support).
• Bonus opportunity (eligible after 3 months).
• Free financial advice.
• Support for returning to work after leave.

About the Company

• Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.
• Benefit from a consistent flow of prospective clients, with the majority of new business generated through Lloyds Banking Group.
• Join a wealth business backed by the scale, reputation and client reach of one of the UK’s leading financial services groups.
• We support flexible working to help achieve a work-life balance.
• 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.

Equal Opportunity

• We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
• We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
• 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.