At a Glance
- Tasks: Provide holistic financial advice and build lasting client relationships.
- Company: Join one of the UK's fastest-growing independent wealth management firms.
- Benefits: Generous pension, private medical, life assurance, and fun perks to thrive.
- Other info: Dynamic environment with unlimited growth potential and strong team support.
- Why this job: Make a real impact on clients' lives while driving your career forward.
- Qualifications: Diploma qualified in financial planning with proven experience in the field.
The predicted salary is between 40000 - 50000 £ per year.
Location: Bristol. 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 Ascot Lloyd?
- 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.
- Satisfactory Fit & Proper status, confirmed through Ascot Lloyd’s annual assessment—integrity is at the heart of everything you do.
What to expect of the interview process at Ascot Lloyd?
- 3 stage interviews [After pre screening, you should expect 1 values & competency interview, 1 technical interview/case study and 1 final interview].
- A chance to ask any burning questions to the Regional Leads and HR points of contact directly during interviews.
Ascot Lloyd is one of the UK’s leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. As one of the UK’s fastest-growing national firms, we offer exciting opportunities across the country, with a focus around our 5 regional hubs. Backed by Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.
Financial Adviser - Bristol, SW or Wales in Portishead employer: Ascot Lloyd
Ascot Lloyd is an exceptional employer, offering a dynamic work environment in Bristol that fosters personal and professional growth. With a strong commitment to employee development, generous benefits including a competitive pension and private medical cover, and a values-driven culture that prioritises client success, Ascot Lloyd empowers its Financial Advisers to thrive in a high-growth setting. Join a team where support is paramount, and your contributions directly impact both client satisfaction and the company's success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser - Bristol, SW or Wales in Portishead
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research Ascot Lloyd inside out—know their values, services, and recent news. This will not only help you answer questions but also show your genuine interest in being part of their team. Plus, have some thoughtful questions ready to ask them!
✨Tip Number 3
Showcase your skills! During interviews, share specific examples of how you've achieved client development goals or adapted to changes in the financial landscape. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Tip Number 4
Don’t forget to follow up! After your interviews, send a quick thank-you email to express your appreciation for the opportunity. It’s a nice touch that keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s just good manners!
We think you need these skills to ace Financial Adviser - Bristol, SW or Wales in Portishead
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Adviser role. Highlight your relevant experience and skills that align with what we’re looking for at Ascot Lloyd. This shows us you’re genuinely interested and have done your homework!
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Use specific examples of how you’ve achieved client development goals or delivered outstanding financial advice. We love seeing how you’ve made a difference in your previous roles.
Be Authentic:Let your personality shine through in your application. We value integrity and interpersonal skills, so don’t be afraid to show us who you are and what drives you. A genuine approach can really set you apart from the crowd!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it gives you a chance to explore more about us and what we stand for at Ascot Lloyd!
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-driven approach and how you can contribute to their growth.
✨Showcase Your Client-Centric Mindset
Ascot Lloyd puts clients first, so be prepared to share examples of how you've successfully built relationships and delivered outstanding advice in the past. Highlight your ability to adapt solutions to meet evolving client needs.
✨Prepare for the Three-Stage Process
Familiarise yourself with the interview structure: a values & competency interview, a technical interview/case study, and a final interview. Think about potential questions and scenarios you might face, and practice articulating your thoughts clearly.
✨Ask Thoughtful Questions
During the interviews, don’t hesitate to ask insightful questions about the company culture, growth opportunities, and how they support advisers. This shows your genuine interest in the role and helps you determine if it's the right fit for you.
