Financial Adviser - Leeds & Surrounding Area

Ascot Lloyd; Leeds; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in the UK seeks an experienced Financial Adviser to deliver holistic financial advice and create lasting client partnerships. This role offers the opportunity to thrive in a high-growth environment, achieve revenue targets, and develop professionally. Candidates should be diploma qualified and possess proven experience in financial planning. The position includes hybrid working arrangements, generous benefits, and a chance to contribute to a successful and innovative firm.

Benefits

Generous pension

Private medical

Life assurance

Paid time off for volunteering

Performance bonuses

Qualifications

• Committed to continuous professional development and keeping CPD logs up to date.
• Track record of achieving challenging new client development goals.
• Satisfactory Fit & Proper status confirmed through annual assessment.

Responsibilities

• Deliver holistic financial advice that helps clients realise their goals.
• Achieve revenue targets and transform lives.
• Build lasting partnerships through regular reviews with clients.

Skills

Diploma qualified in financial planning

Proven experience in financial planning

Exceptional integrity and interpersonal communication skills

Capacity for new client development

Flexibility and a growth mindset

Confident with back-office systems

Education

Diploma in Financial Planning

Job description

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:

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, expect 1 values & competency interview, 1 technical interview/case study, and 1 final interview. We like to keep things simple! 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.

Location: National, with access to a local regional hub. 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: AL 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

• Generous pension, private medical, life assurance, critical illness cover, electric car salary sacrifice and paid time off for celebrations and volunteering.
• 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 client‑first approach, clarity, expertise, and