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- Tasks: Lead and support advisers to enhance client service and drive revenue growth.
- Company: Ascot Lloyd is dedicated to improving clients' 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 mission-driven company where your voice matters and you can make a real impact.
- Qualifications: Experience in financial services and strong leadership skills are essential for this role.
- Other info: This position involves travel within the North of England and offers a dynamic work environment.
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 exist to improve the financial lives of our clients — and that starts with our people. We’re on a mission to deliver clear advice and great service, grounded in values that shape how we work, grow, and succeed together. We’re looking for exceptional individuals who are ready to bring their passion and expertise to a company where your voice is heard, your development is prioritised, and your impact is felt.
Location: Hybrid in the North of England – with travel as required
Hours of work: 35 hours each week
SMCR Function: This is a Certified Role
Purpose of role: To support the Head of Adviser Enablement and Regional Lead IFAs to achieve outstanding client service, drive revenue growth, and retention in line with revenue targets.
- Regional Adviser Enablement Lead: Supports Regional Adviser Leads to achieve individual and regional targets.
- Acts as the conduit between functions and Regional Adviser Lead.
- Owns and develops workflow processes and documentation to operationalise the commercial function.
- Drives efficiencies through Centralised & Nationalised MI/BI, systems, and processes.
- Identifies national technical training requirements & 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 key 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 deliver annual revenue targets.
Process Improvement: Drive a best-in-class sales function by working with Product and Client Services to improve the advice process's effectiveness. Act as the conduit between support functions to identify improvements, problem-solve, and drive efficiencies, with client experience and retention at the heart of all that we do.
Target-setting and incentives: Determine, in collaboration with Adviser Enablement and Regional IFA Leads, the regional revenue targets and allocations for each region and adviser.
Client bank management: Work with Regional Lead IFAs on client allocation, including changes and reallocation of client banks to operate more profitably and in the best interest of clients.
Lead generation: Work with Marketing and Central Intelligence to ensure the right tools are in place to generate leads and identify opportunities within existing client banks using insights, marketing, and pipeline management tools (e.g., Hubspot).
Reporting and data quality: Collaborate with the data team to ensure all commercial data for the region is accurate. Provide reporting on performance to senior stakeholders, Regional Leads, and Advisers.
IFA performance management and development: Work with support functions and Regional Lead IFAs to monitor performance, compliance, and governance, driving improvement strategies. Identify training gaps and recommend remedial actions, tracking progress.
Regulatory compliance: Liaise with Group Compliance on regulatory matters, assist in projects, and ensure IFA performance is managed in accordance with FCA regulations, Ascot Lloyd’s scheme, and Fit and Proper principles.
Adviser Enablement Lead - North of England 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 - North of England
✨Tip Number 1
Familiarise yourself with the financial advice landscape in the North of England. Understanding regional trends and challenges will help you demonstrate your knowledge 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 process improvements or efficiencies in previous roles. Highlighting your experience in operationalising commercial functions will resonate well with the responsibilities outlined in the job description.
✨Tip Number 4
Research Ascot Lloyd’s values and mission thoroughly. Be ready to articulate how your personal values align with theirs, as cultural fit is crucial for this role. This will help you stand out as a candidate who is not only qualified but also genuinely invested in their mission.
We think you need these skills to ace Adviser Enablement Lead - North of England
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 job requirements. Focus on your achievements in leadership, process improvement, and client management, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advice and your understanding of Ascot Lloyd's mission. Use specific examples from your past experiences to demonstrate how you can contribute to their goals.
Highlight Collaboration Skills: Since the role involves working closely with various stakeholders, emphasise your ability to collaborate effectively. Provide examples of how you've successfully worked in teams or led initiatives that required cross-functional cooperation.
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 focus on improving clients' financial lives through expertise and collaboration. Showing that you align with these values can set you apart.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to drive efficiencies. Prepare examples from your past experiences where you've successfully improved processes or collaborated with teams to achieve targets.
✨Demonstrate Leadership Skills
As an Adviser Enablement Lead, you'll need to support and guide others. Be ready to discuss your leadership style and provide examples of how you've motivated teams or driven business growth in previous roles.
✨Showcase Your Analytical Skills
The role involves working with data and reporting on performance. Be prepared to discuss your experience with data analysis and how you've used insights to inform decision-making and improve client services.
