Adviser Enablement Lead - Scotland

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 ready to bring their passion and expertise to a company where your voice is heard, your development is prioritized, and your impact is felt. Role Title: Adviser Enablement Lead Location: Hybrid in the Glasgow region – 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 in achieving outstanding client service, driving revenue growth, and ensuring retention in line with revenue targets. The 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 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 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 effectiveness of 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: Determine, in partnership with Adviser Enablement and Regional IFA Leads, the regional revenue targets and allocations for each region and adviser. Client bank management: Collaborate 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 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: Coordinate with the data team to ensure all commercial data is accurate. Provide performance reports to senior stakeholders, Regional Leads, and Advisers. IFA performance management and development: Monitor IFA performance, compliance, and governance. Identify training gaps, recommend remedial actions, and track progress. Regulatory compliance: Liaise with Group Compliance on regulatory issues, assist with projects, and ensure IFA performance aligns with FCA standards, Ascot Lloyd’s scheme, and Fit and Proper principles. #J-18808-Ljbffr