Remote Wealth Adviser – Holistic Planning + Uncapped Bonus

Job Description

OpCo Lloyds Wealth Management Limited in Aberdeenshire is seeking an experienced Personal Wealth Adviser to deliver holistic financial planning for clients, combining face-to-face and virtual meetings with in-depth knowledge of risk, retirement, and tax planning. You will tailor comprehensive plans that reflect each client’s aspirations and adapt as life evolves.

You’ll use cashflow modelling to provide clear, insightful advice and will onboard new clients from Lloyds Banking Group leads,