Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver holistic financial advice and build lasting client relationships.
- Company: Join Ascot Lloyd, one of the UK's fastest-growing financial firms.
- Benefits: Enjoy a generous pension, private medical, and fun perks to thrive.
- Why this job: Make a real impact on clients' lives while advancing your career.
- Qualifications: Diploma qualified in financial planning with proven advisory experience.
- Other info: Dynamic growth environment with unlimited potential for self-development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Location: Glasgow. Hybrid working (3 days per week in office, flexible for client visits).
Adviser Type: Restricted, Independent or Corporate.
Reports to: Regional Adviser Lead.
SMCR Function: Certified Position.
What’s on offer at Ascot Lloyd?
- Career Accelerator: Ascot Lloyd counts as one of the UK’s fastest-growing national firms. A chance to work autonomously and drive forward your career in a high growth environment.
- Benefits: We give access to a generous pension, private medical, life assurance, critical illness cover, electric car salary sacrifice and paid time off for celebrations and volunteering—plus fun perks to help you thrive at work and beyond!
- Recognition and reward: We provide market competitive compensation, performance bonuses, and longer-term incentives—plus the exciting chance to share in our success through the Adviser Equity Programme.
- Values-Driven: We put people first, championing a client-first approach, clarity, expertise, and collaboration.
- Support to Succeed: We invest in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and much more.
Apply today and start your journey as an experienced Financial Adviser at Ascot Lloyd!
What does advisory look like at AL?
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 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. You’ll join at a time of huge strategic business growth, where future potential and self-development can be unlimited for the right individuals.
Your impact on our clientele:
- Be the face of Ascot Lloyd, actively promoting AL services, products and living our values in every conversation.
- 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.
- 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.
What you’ll bring to the position:
- Diploma qualified in financial planning (ideally chartered, or working towards Chartered status).
- Committed to continuous professional development, always keeping your CPD logs and training up to date.
- Proven experience in financial planning—independent, restricted, or corporate—demonstrating your ability to deliver outstanding advice.
- Capacity for new client development and great willingness to self-develop in this space as key part of your role in supporting AL’s impressive growth.
- Flexibility and a growth mindset to continuously support AL during high growth nationwide.
- Exceptional integrity and interpersonal communication skills both internally and externally.
- A track record of achieving challenging new client development goals in a regulated environment, with the drive to win and nurture recurring revenue too.
- Confident with back-office systems and meticulous in your attention to detail.
Financial Adviser - Glasgow and Surrounding Area - Ascot Lloyd employer: Ascot Lloyd
Contact Detail:
Ascot Lloyd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Glasgow and Surrounding Area - Ascot Lloyd
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local finance groups, or even hit up social media platforms like LinkedIn. The more connections you make, the better your chances of landing that Financial Adviser role at Ascot Lloyd.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've helped clients achieve their financial goals. This is your time to shine and show why you're the perfect fit for Ascot Lloyd.
✨Be Ready for the Interview
Do your homework before the interview! Understand Ascot Lloyd’s values and how they align with your own. Prepare to discuss how you can contribute to their growth and client-first approach—this will set you apart from the competition.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Ascot Lloyd and ready to take your career to the next level.
We think you need these skills to ace Financial Adviser - Glasgow and Surrounding Area - Ascot Lloyd
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with what we're looking for at Ascot Lloyd. Highlight your financial planning qualifications and any relevant achievements to show us why you're the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us about your passion for financial advising and how you embody our values. Be genuine and let your personality come through—this is your opportunity to connect with us.
Showcase Your Client-Centric Approach: We love candidates who put clients first! In your application, share examples of how you've successfully built relationships and delivered exceptional service. This will help us see how you can contribute to our team culture.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ascot Lloyd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the services and products offered by Ascot Lloyd. Be ready to discuss how your experience aligns with their values and client-first approach.
✨Showcase Your Growth Mindset
Ascot Lloyd is all about growth, so be prepared to talk about how you've developed professionally in the past. Share specific examples of how you've adapted to changes in the industry or taken on new challenges.
✨Demonstrate Client-Centric Thinking
Since the role involves building lasting partnerships, think of examples where you've put clients first. Discuss how you've transformed client relationships and delivered holistic advice that helped them achieve their goals.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, support systems, and growth opportunities at Ascot Lloyd. This shows you're genuinely interested in being part of their team and committed to your own development.