Location: Hybrid (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 Independent Financial 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

• Financial Planning diploma qualified, ideally Chartered or actively working towards Chartered status—your expertise sets you apart.
• Proven experience in financial planning, gained with a respected organisation, demonstrating your ability to deliver outstanding advice.
• Exceptional communicator, both written and verbal, able to make complex financial arrangements clear and accessible for every client.
• A track record of smashing 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.

How to Apply

Ready to make a real impact and grow your career with Ascot Lloyd?
Apply now and join a team that’s redefining financial advice for the future.