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For Companies At a Glance
- Tasks: Deliver holistic financial advice and build lasting client relationships.
- Company: Join Ascot Lloyd, a supportive adviser-focused business.
- Benefits: Competitive salary, performance bonuses, generous pension, and private medical coverage.
- Why this job: Make a real impact by helping clients achieve their life goals.
- Qualifications: Diploma in financial planning and proven experience in delivering outstanding advice.
- Other info: Flexible hybrid working environment with continuous professional development opportunities.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Adviser Opportunities
Location: National, with access to one of our regional hubs. Hybrid working (3 days per week in the office, flexible for client visits)
Hours: 35 hours per week, with flexibility to meet deadlines
Reports to: Regional Adviser Lead
SMCR Function: Certified Role
We stand behind our advisers, so they can stand out for their clients. At Ascot Lloyd, adviser success is a team effort. We\’re building a great place to work, where teams are given all the tools and support they need to deliver the best possible service to clients. Join a team where support isn’t an extra, it’s everything. Join a team where support isn’t an extra, it’s everything.
The Opportunity
At Ascot Lloyd, we’re an adviser-focused business, designed from the ground up to empower our advisers to deliver exceptional service and expert financial advice. As an Adviser, you’ll be at the heart of a business that puts clients first and equips you with the tools, support, and infrastructure to thrive.
This is your chance to make a real impact: helping clients achieve their life goals through holistic financial planning, building long-term relationships, and growing your network through referrals and strategic partnerships. You’ll be supported by a business that values your expertise, championing your success, and enabling you to focus on what matters most – delivering outstanding outcomes for clients.
If you\’re driven by purpose, passionate about advice, and ready to grow with a business that’s built around you, this is your opportunity to shine.
What You’ll Do
- Transform lives by delivering holistic financial advice that helps clients realise their goals and secure their futures.
- Build lasting partnerships through regular reviews, always adapting solutions to meet clients’ evolving needs.
- Expand your influence by forging strategic alliances with professional connections, opening doors to new opportunities and relationships.
- Spark growth by championing a culture of referrals, turning every client interaction into a chance to grow your network.
- Drive success by organically growing client relationships, identifying fresh opportunities and responding to the ever-changing business environment.
- Make your mark by achieving revenue targets and fuelling Ascot Lloyd’s growth—through both client retention and new business—while always putting clients first.
- Be the face of Ascot Lloyd, actively promoting our services and living our values in every conversation.
What We’re Looking For
- Diploma qualified in financial planning (ideally Chartered, or working towards Chartered status).
- Proven experience in financial planning—independent, restricted, or corporate—demonstrating your ability to deliver outstanding advice.
- Exceptional communicator, able to make complex financial arrangements clear and accessible.
- A track record of achieving challenging sales targets in a regulated environment, with the drive to win new business and nurture recurring revenue.
- Confident with back-office systems and meticulous in your attention to detail.
- Satisfactory Fit & Proper status, confirmed through Ascot Lloyd’s annual assessment—integrity is at the heart of everything you do.
- Committed to continuous professional development, always keeping your CPD logs and training up to date.
- Up-to-date knowledge of industry and legislative changes, enabling you to build robust, forward-thinking advice strategies for your clients.
Why Ascot Lloyd?
- Recognition and reward: Enjoy a highly competitive salary, performance bonuses, and long-term incentives—plus the exciting chance to share in our success through the Adviser Equity Programme.
- Benefits include: a generous pension, private medical coverage, life assurance, and paid time off for celebrations and volunteering—plus more perks to help you thrive at work and beyond!
- Values-driven culture: We put people first, championing a client-first approach, clarity, expertise, and collaboration.
- Growth accelerator: Be part of a rapidly expanding firm with ambitious goals.
- Support to succeed: Access intelligent tools, deep expertise, and continuous professional development.
- A great place to work: Enjoy a flexible, hybrid environment and a supportive team.
Ready to take your advisory career to the next level? Whether you’re an IFA, restricted adviser, or corporate adviser, seize this exciting opportunity to join Ascot Lloyd—where your expertise is valued, your growth is championed, and you’ll experience a market-leading package of rewards and incentivestailored to support your success.
Apply now and become part of a team that’s redefining financial advice across the UK.
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Adviser Opportunities employer: Ascot Lloyd group
Contact Detail:
Ascot Lloyd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Opportunities
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with potential employers and fellow advisers. Remember, it’s all about building relationships that can lead to opportunities.
✨Tip Number 2
Show off your expertise! Use social media platforms like LinkedIn to share insights, articles, and your thoughts on industry trends. This not only showcases your knowledge but also helps you stand out in the crowd.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advice. Be ready to discuss how you’ve helped clients achieve their goals—real-life examples will make you memorable!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll be part of a team that values support and collaboration—just what you need to thrive!
We think you need these skills to ace Adviser Opportunities
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Adviser role. Highlight your financial planning experience and how it aligns with our values at Ascot Lloyd. We want to see how you can make a real impact!
Showcase Your Communication Skills: As an adviser, clear communication is key. Use your application to demonstrate how you can simplify complex financial concepts. We love seeing examples of how you've made financial advice accessible to clients in the past.
Highlight Your Achievements: Don’t be shy about sharing your successes! Include specific examples of how you've met or exceeded sales targets and built strong client relationships. We’re all about championing success, so let us know how you’ve done it!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Ascot Lloyd group
✨Know Your Stuff
Make sure you’re up to speed with the latest in financial planning and industry regulations. Brush up on your knowledge of holistic financial advice and be ready to discuss how you can help clients achieve their goals.
✨Showcase Your Communication Skills
As an adviser, clear communication is key. Prepare to explain complex financial concepts in simple terms. Think of examples from your past experiences where you’ve successfully communicated with clients or colleagues.
✨Demonstrate Your Client-Centric Approach
Ascot Lloyd values a client-first mentality. Be ready to share specific instances where you’ve put clients’ needs at the forefront, adapted solutions, or built long-term relationships that led to successful outcomes.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and adaptability. Think about how you would handle various client scenarios, especially those that require strategic thinking and relationship-building.
