Part Time Adviser - Bristol & Surrounding Areas

Ascot Lloyd; Bristol; Hybrid; GBP 35,000 - 55,000; Part time

Job summary

A financial advisory firm in Bristol is looking for experienced Financial Advisers who can thrive in a high-growth environment. The role involves promoting services, achieving revenue targets, and delivering comprehensive financial advice to clients. Candidates should possess a Diploma in financial planning and demonstrate excellent communication skills. The company offers benefits like a generous pension, private medical coverage, and a values-driven culture to support professional development.

Benefits

Generous pension

Private medical coverage

Performance bonuses

Work-life balance perks

Qualifications

• Diploma qualified in financial planning, ideally chartered or working towards Chartered status.
• Proven experience in financial planning, demonstrating delivery of outstanding advice.
• Capacity for new client development with a willingness to self-develop.

Responsibilities

• Promote AL services and products to clients.
• Achieve revenue targets through client retention and new business.
• Deliver holistic financial advice to help clients secure their futures.

Skills

Financial planning expertise

Interpersonal communication

Client development

Attention to detail

Integrity

Growth mindset

Education

Diploma in financial planning

Job description

Overview

Apply today and start your journey as an experienced Financial Adviser at Ascot Lloyd! Personal and professional growth are supported through our in‑house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and much more. At Ascot Lloyd we stand behind our advisers so they can stand out for their clients. Adviser success is a team effort – we are building a great place to work where teams are given the tools and support they need to deliver the best possible service to clients.

Responsibilities

• Be the face of Ascot Lloyd, actively promoting AL services, products and living our values in every conversation.
• Achieve revenue targets and fuel Ascot Lloyd’s growth through both client retention and new business, always putting clients first.
• Deliver holistic financial advice that helps clients realise their goals and secure their futures.
• Build lasting partnerships through regular reviews, adapting solutions to meet clients’ evolving needs.
• Expand your influence by forging strategic alliances with professional connections and opening doors to new opportunities and relationships.
• Champion a culture of referrals, turning every client interaction into a chance to grow your network.
• Identify fresh opportunities and respond to the ever‑changing business environment to drive client relationships.

Qualifications

• Diploma qualified in financial planning (ideally chartered, or working towards Chartered status).
• Committed to continuous professional development, keeping CPD logs and training up to date.
• Proven experience in financial planning – independent, restricted or corporate – demonstrating delivery of outstanding advice.
• Capacity for new client development and willingness to self‑develop as a key part of supporting AL’s impressive growth.
• Flexibility and a growth mindset to support AL during high growth nationwide.
• Exceptional integrity and interpersonal communication skills both internally and externally.
• Track record of achieving challenging new client development goals in a regulated environment, with the drive to win and nurture recurring revenue.
• Confidence with back‑office systems and meticulous attention to detail.
• Satisfactory Fit & Proper status, confirmed through Ascot Lloyd’s annual assessment.

Interview Process

• Three‑stage interviews: (1) Values & competency interview, (2) Technical interview / case study, (3) Final interview.
• Opportunity to ask any pressing questions to the Regional Leads and HR points of contact directly during interviews.

Location & Type

Location: Bristol and surrounding areas – hybrid working & part time. Adviser type: restricted, independent or corporate. Reports to: Regional Adviser Lead. SMCR Function: Certified Position.

What’s on offer

• Career accelerator – 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, paid time off for celebrations and volunteering plus fun perks to help you thrive.
• Recognition and reward: market‑competitive compensation, performance bonuses, longer‑term incentives and an Adviser Equity Programme.
• Values‑driven culture: people first, client‑first approach, clarity, expertise and collaboration.
• Support to succeed: investment in your professional development and success.