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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.
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!
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.
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.
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.
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.
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.
We put people first, championing client‑first approach, clarity, expertise, and
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.