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.
- Other info: Flexible hybrid working environment with continuous professional development opportunities.
- 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.
The predicted salary is between 36000 - 60000 £ 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.
Adviser Opportunities employer: Ascot Lloyd group
At Ascot Lloyd, we pride ourselves on being an exceptional employer that prioritises the success and well-being of our advisers. With a values-driven culture that champions collaboration and client-first service, we offer competitive salaries, performance bonuses, and a comprehensive benefits package, including private medical coverage and generous pension plans. Our hybrid working model and commitment to continuous professional development ensure that you have the support and flexibility needed to thrive in your advisory career while making a meaningful impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Opportunities
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ascot Lloyd group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Adviser Opportunities
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ascot Lloyd group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ascot Lloyd group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ascot Lloyd group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ascot Lloyd group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ascot Lloyd group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ascot Lloyd group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
