At a Glance
- 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.
- Other info: This role involves travel within the North of England and offers a full-time position.
- Why this job: Join a mission-driven company where your ideas matter and you can make a real impact.
- Qualifications: Mid-senior level experience in human resources or financial services is preferred.
The predicted salary is between 36000 - 60000 £ per year.
Adviser Enablement Lead - North of England
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Adviser Enablement Lead - North of England
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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.
Role title: Adviser Enablement Lead
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 and to drive revenue growth and 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 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
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 effectiveness of the advice process. Act as the conduit between support functions to identify improvement, problem solve and drive efficiencies, with Client experience and retention at the heart of all that we do.
Target-setting and incentives: Determine, in association with Adviser Enablement function and Regional IFA Leads, the Regional revenue targets and allocation for each Region and Adviser.
Client bank management: Work with Regional Lead IFAs on client allocation by Adviser including changes and reallocation of client bank to operate more profitably and in the best interest of the Client.
Lead generation: Work with Marketing and Central Intelligence function to ensure the right tools are in place to generate leads for Advisers and identify opportunities in existing client banks through the use of insights, marketing and pipeline management tools (e.g., Hubspot).
Reporting and data quality: Work with the data team to ensure all commercial data for the Region is accurate. Provide reporting on Commercial performance to senior stakeholders as well as reports for Regional Leads and Advisers.
IFA performance management and development: Work with support functions (product) and Regional Lead IFAs to monitor IFA performance, compliance and governance, driving improvement strategies as necessary. Identify training gaps for IFAs and recommend remedial action and track progress
Regulatory compliance:
Liaise with Group Compliance on regulatory matters of potential concern or risk in a timely manner, and assist in regulatory projects as required
Ensure IFA performance is managed and supervised in accordance with FCA Code of Conduct, Ascot Lloyds scheme and Fit and Proper principles.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Human ResourcesIndustries
Banking
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#J-18808-LjbffrAdviser Enablement Lead - North of England in Leeds employer: Ascot Lloyd
At Ascot Lloyd, we pride ourselves on fostering a collaborative and inclusive work culture that prioritises employee development and well-being. As an Adviser Enablement Lead in the North of England, you will benefit from a hybrid working model, competitive remuneration, and opportunities for professional growth, all while contributing to our mission of enhancing clients' financial lives through exceptional service and expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Enablement Lead - North of England in Leeds
✨Tip Number 1
Network with professionals in the financial advice sector, especially those who work at Ascot Lloyd or similar companies. Attend industry events and engage on platforms like LinkedIn to build connections that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and challenges in the financial advice industry. This knowledge will help you demonstrate your understanding of the role and how you can contribute to Ascot Lloyd's mission during interviews.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your ability to drive business growth and improve processes. Be ready to discuss how you've successfully collaborated with teams to achieve targets.
✨Tip Number 4
Research Ascot Lloyd’s values and culture thoroughly. Tailor your conversations and questions during the interview to reflect how your personal values align with theirs, showing that you're a great fit for their team.
We think you need these skills to ace Adviser Enablement Lead - North of England in Leeds
Some tips for your application 🫡
Understand the Role:Read the job description thoroughly to grasp the responsibilities and expectations of the Adviser Enablement Lead position. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Compelling CV:Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in financial services and leadership roles. Use bullet points for clarity and focus on achievements that demonstrate your ability to drive growth and improve processes.
Write a Strong Cover Letter:Your cover letter should express your passion for the role and the company. Highlight specific examples from your past that showcase your ability to support regional leads, drive efficiencies, and enhance client service.
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 sector.
How to prepare for a job interview at Ascot Lloyd
✨Understand the Role
Make sure you thoroughly understand the responsibilities of the Adviser Enablement Lead. Familiarise yourself with how this role supports Regional Adviser Leads and contributes to revenue growth. This will help you articulate your fit for the position.
✨Showcase Your Leadership Skills
As this role involves supporting and leading teams, be prepared to discuss your leadership experiences. Share specific examples of how you've driven business growth or improved processes in previous roles.
✨Prepare for Technical Questions
Given the focus on compliance and regulatory matters, brush up on relevant regulations and best practices in financial advice. Be ready to discuss how you would ensure adherence to these standards in your work.
✨Demonstrate Collaboration
This position requires working closely with various stakeholders. Prepare examples that highlight your ability to collaborate effectively across different functions, such as marketing and client services, to achieve common goals.
