Adviser Type: Independent or Corporate
Reports to: Employee Benefits 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?
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:
* To deliver holistic financial advice, supporting our clients to achieve their financial objectives
* Provide guidance on a range of employee benefits including qualifying workplace pension schemes, group risk schemes, private medical and cash plan schemes
* Develop long standing relationships with clients through regular reviews and delivering solutions to meet their change in circumstances
* Create strategic alliances with professional connections with a view to develop new client relationships
* To develop effective relationships with clients and professional connections as one of the principal sources of new clients and maximising brand awareness
* Develop a sustainable business model for the provision of advice to clients
* Develop holistic client relationships in line with any client service proposition
* Actively seek and identify new business opportunities both internally and externally to support the growth of the business
* Provide financial advice to clients on a range of whole of market financial planning solutions primarily for Employee Benefits clients
* Provide clients with an exceptional service, ensuring that all reviews are undertaken regularly and in accordance with their agreed service propositions to maintain and grow our recurring revenue stream
* Contribute to the Group Employee Benefits Team’s business development plans and be pro-active in seeking new avenues of income generation
* Work closely with the Group Employee Benefits Administration Team to deliver exceptional client service
What you’ll bring to the position
* Financial Planning diploma qualified (ideally Chartered or working towards Chartered)
* Demonstrable Group Employee Benefits and individual financial planning experience gained with a recognised organisation
* Comfortable with salary sacrifice schemes and automatic enrolment legislation
* Excellent communication skills (both written and verbal), with the ability to explain complex financial arrangements
* Demonstrable track record of delivering challenging sales targets within a regulated environment
* Knowledge of back office systems
* Keen attention to detail
* Collaborative working
* Previously achieved CAS status
* Ensure that all CPD logs and training is up to date
* Up to date knowledge of industry and legislative changes that may impact advice, allowing for mitigating strategy to be built into advice
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.