Remote New Client Advisor - Holistic Financial Planning

£65k - £72k per year

Lloyds Wealth

Lloyds Wealth is seeking a New Client Adviser to join its national Financial Planning team. This role focuses on onboarding new clients and providing tailored financial advice. The successful candidate will navigate initial consultations via phone or video, ensuring clients feel informed and confident. With a Level 4 Diploma in Financial Planning preferred, this position offers competitive salary between £65,000 - £72,000, an uncapped performance-related bonus, and outstanding benefits. Enjoy a flexible working environment while contributing to a trusted brand. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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