Job Description
Adviser Opportunities
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.