Investment Specialist at Lloyds Wealth… · Bristol

Job Type Permanent

Closing Date

10/06/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

Location | Bristol

Type | Permanent

Salary | £56,060 - £61,666

This role will provide support to advisers and their clients on a range of matters from an investment perspective. From assisting with pitches for new business, to client retention and presenting at client seminars, as well as providing expertise on our core discretionary propositions.

At Lloyds Wealth, we’re dedicated to helping our clients achieve their financial ambitions through expert advice, personalised service, and strong long-term partnerships. As an Investment Specialist, you’ll play a pivotal role in bringing our investment expertise to life—supporting advisers and clients with clear, insightful guidance and high-quality communications that drive confidence and lasting value.

This is a dynamic and collaborative role where you’ll work closely with advisers, clients, and internal teams to support both client retention and new business growth. You’ll use your investment knowledge to influence outcomes, enhance understanding, and deliver an exceptional client experience. Whether you’re developing client presentations, contributing to strategic communications, or engaging directly with clients and colleagues, you’ll have the opportunity to make a meaningful impact every day.

What you'll be doing:

• Supporting regional managers, advisers and key stakeholders across Lloyds Wealth as a subject matter expert to support client retention and support new business growth.
• Strengthening adviser and client investment knowledge to ensure client needs are met and fair outcomes are consistently delivered.
• Communicating in-depth knowledge and benefits full range of Lloyds Wealth investment products and services.
• Providing clear and consistent communication of investment policy to advisers and clients through email, telephone, virtual, and in‑person meetings.
• Delivering investment seminars to clients and advisers.
• Responding to adviser investment queries via email, phone, and Microsoft Teams to support colleagues in delivering fair client outcomes.
• Providing clear and timely responses to client performance questions to enhance client experience and satisfaction.
• Contributing to the development of investment communications through close collaboration with our Authorised Corporate Director (ACD), investment partner Schroders Investment Management, and Lloyds’ marketing teams.
• Ensuring adherence to all applicable policies, procedures, and role requirements, identifying risks and escalating to the Senior Investment Specialist where appropriate.
• Responsible for drafting weekly communication to advisers.

Skills/Competencies

• Minimum level 4 qualified – IMC or CISI level 6 or equivalent would be advantageous.
• Proven experience in an investment management or client facing role
• High level of financial market and economic knowledge
• Excellent communication and confidence in delivering presentations.
• Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy.
• Strong stakeholder management to build and maintain relationships across the wider investment office and Lloyds Wealth.
• Strong client-focus and proactive approach to drive high levels of client satisfaction and experience.
• Demonstrates a commitment to continuous self-development, proactively seeking feedback to enhance performance and capability.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
• Financial Advice: Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

We support flexible working:

We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:

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.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.