Adviser Opportunities in Leeds

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.

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, champions your success, and enables 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 incentives tailored to support your success. Apply now and become part of a team that’s redefining financial advice across the UK.