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- Tasks: Lead and support advisers to enhance client service and drive revenue growth.
- Company: Ascot Lloyd is dedicated to improving financial lives through expertise and collaboration.
- Benefits: Enjoy a hybrid work model, professional development opportunities, and a supportive team culture.
- Why this job: Join a dynamic team focused on excellence, innovation, and making a real impact in finance.
- Qualifications: Passion for financial services and strong communication skills are essential; experience is a plus.
- Other info: This role involves travel within the Birmingham region and offers a chance to shape business strategies.
The predicted salary is between 43200 - 72000 £ per year.
Join Ascot Lloyd — Driving Excellence in Financial Advice Through Expertise, Clarity, and Collaboration. At Ascot Lloyd, we aim to improve the financial lives of our clients — and that starts with our people. We’re committed to delivering clear advice and excellent service, grounded in values that shape how we work, grow, and succeed together. We’re seeking exceptional individuals who are passionate and ready to contribute their expertise to a company that values your voice, prioritizes your development, and recognizes your impact.
Location: Hybrid in the Birmingham region – with travel as required
Hours of work: 35 hours per week
SMCR Function: This is a Certified Role
Purpose of the role: To support the Head of Adviser Enablement and Regional Lead IFAs in achieving outstanding client service, driving revenue growth, and retention in line with targets.
- Regional Adviser Enablement Lead: Supports Regional Adviser Leads to meet individual and regional targets.
- Acts as the conduit between functions and Regional Adviser Lead.
- Owns and develops workflow processes and documentation to operationalize the commercial function.
- Drives efficiencies through centralized & nationalized MI/BI, systems, and processes.
- Identifies national technical training requirements and provides solutions in conjunction with L&D / Advice Quality Manager.
Leadership – Regional: Support Regional Lead IFAs and IFAs to drive business growth and achieve targets. Collaborate with internal stakeholders to provide high-quality end-to-end service to the IFA community.
Growth strategy: Work closely with Regional Lead IFAs to devise a regional growth strategy to meet annual revenue targets.
Process improvement: Drive a best-in-class sales function by working with Product and Client Services to improve the advice process. Act as the conduit between support functions to identify improvements, solve problems, and drive efficiencies, with client experience and retention at the core.
Target-setting and incentives: Collaborate with Adviser Enablement and Regional IFA Leads to set revenue targets and allocations for each region and adviser.
Client bank management: Work with Regional Lead IFAs on client allocation, including changes and reallocation, to operate more profitably and in the best interest of clients.
Lead generation: Partner with Marketing and Central Intelligence to ensure tools are in place for lead generation and opportunity identification within existing client banks using insights, marketing, and pipeline management tools (e.g., Hubspot).
Reporting and data quality: Ensure the accuracy of all commercial data for the region by working with the data team. Provide performance reports to senior stakeholders, Regional Leads, and Advisers.
IFA performance management and development: Monitor IFA performance, compliance, and governance in collaboration with support functions and Regional Lead IFAs. Identify training gaps, recommend remedial actions, and track progress.
Regulatory compliance: Liaise with Group Compliance on regulatory issues, assist in projects, and ensure IFA performance aligns with FCA Code of Conduct, Ascot Lloyd’s scheme, and Fit and Proper principles.
Adviser Enablement Lead - Midlands employer: Ascot Lloyd group
Contact Detail:
Ascot Lloyd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Enablement Lead - Midlands
✨Tip Number 1
Familiarise yourself with the financial advisory landscape in the Midlands. Understanding local market trends and client needs will help you demonstrate your expertise during interviews and show how you can contribute to Ascot Lloyd's growth strategy.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in adviser enablement. Attend industry events or webinars to connect with potential colleagues and gain insights into best practices that you can bring to the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've driven efficiencies and improved processes in previous roles. Highlighting your experience in managing workflows and collaborating with various teams will showcase your ability to excel in this position.
✨Tip Number 4
Stay updated on regulatory compliance issues relevant to the financial advisory sector. Being knowledgeable about FCA guidelines and how they impact adviser performance will demonstrate your commitment to maintaining high standards at Ascot Lloyd.
We think you need these skills to ace Adviser Enablement Lead - Midlands
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Adviser Enablement Lead position. Understand the key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that match the requirements of the role. Use specific examples from your past work that demonstrate your ability to support regional leads and drive business growth.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advice and your commitment to client service. Mention how you can contribute to Ascot Lloyd's goals and values, and provide examples of your previous successes in similar roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Ascot Lloyd group
✨Understand the Company Values
Before your interview, take some time to research Ascot Lloyd's values and mission. They prioritise expertise, clarity, and collaboration, so be prepared to discuss how your personal values align with theirs and how you can contribute to their goals.
✨Showcase Your Leadership Skills
As an Adviser Enablement Lead, you'll need to demonstrate strong leadership capabilities. Prepare examples from your past experiences where you've successfully led teams or projects, particularly in driving growth and improving processes.
✨Prepare for Technical Questions
Given the role's focus on technical training and compliance, expect questions related to financial regulations and best practices. Brush up on your knowledge of FCA Code of Conduct and be ready to discuss how you would ensure compliance within the team.
✨Highlight Your Collaborative Approach
Collaboration is key in this role, so be ready to share instances where you've worked effectively with various stakeholders. Discuss how you can bridge gaps between functions and drive efficiencies while keeping client experience at the forefront.
