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Wealth Management Advisor - Personal

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Lloyds TSB Group Finance Management

This is a fantastic opportunity for a highly motivated and talented individual who wants to work within the challenging and rewarding Wealth Management. This is a front line Adviser role, offering a comprehensive offer, and reporting into the Senior Manager Wealth Management. The role forms part of the wider Wealth Management Sales Team therefore working in close partnership with the introducers and peers in this team will be part of any successful applicants’ day-to-day activity. Key Accounta ... + bilities • Achieve target in meeting the demands of the business by converting introductions into new business, ensuring achievement of the company’s minimum standard conversion rates. • Conduct interviews with new and existing clients to review and meet their immediate and on-going financial needs; actively selling and/or introducing appropriate bank products and services and referring to other product specialists where required in order to compliantly achieve individual/team targets and x

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