# Personal Wealth Adviser at Lloyds Banking Group

Lloyds Banking Group is hiring a Personal Wealth Adviser. It pays £63k-£71k a year and Level rates it Little AI ●○○○; you can [apply on Lloyds Banking Group](https://jobsbylevel.com/go/dc30cb07-aa38-417d-b6c5-0a94a1d46700?utm_medium=ai-agent).

AI Level 1, AI centrality 34 out of 100. Liverpool.

## Details

- Company: [Lloyds Banking Group](https://jobsbylevel.com/companies/lloyds-banking-group)
- AI level: AI Level 1 (score 34 out of 100)
- Location: Liverpool
- Salary: £63k-£71k
- Posted: November 13, 2026
- Apply: https://jobsbylevel.com/go/dc30cb07-aa38-417d-b6c5-0a94a1d46700?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=personal-wealth-adviser-at-lloyds-banking-group-fa12da

## Description

End Date Saturday 28 November 2026 Salary Range £63,482 - £70,536 We support flexible working – click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description Location | Merseyside (hybrid) Type | Permanent Salary | £65,000 - £80,000+ (depending on experience) plus uncapped performance-related bonus 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 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 This role is considered Certified under the Senior Manager and Certification Regime as either requiring mandatory qualifications or being deemed as a role capable of providing ‘significant harm’ to customers. Due to this, successful candidates will be subject to enhanced levels of vetting, and required to complete a fitness and propriety attestation on commencement in role. Colleagues performing this role will be required to be complete a fitness and propriety attestation on an annual basis and will also be subject to additional routine criminal and credit checks As a certified colleague your details will be published on the FCA’s Financial Services Register This is a place for you: Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.​ ​We were one of the first major organisations to set goals on diversity in senior roles, create

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/personal-wealth-adviser-at-lloyds-banking-group-fa12da

Source: https://jobsbylevel.com/jobs/personal-wealth-adviser-at-lloyds-banking-group-fa12da

## Cite this page

Level. https://jobsbylevel.com/jobs/personal-wealth-adviser-at-lloyds-banking-group-fa12da.

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