- Career Accelerator: Ascot Lloyd 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: we give access to a generous pension, private medical, life assurance, critical illness cover, electric car salary sacrifice and paid time off for celebrations and volunteering—plus 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 a client-first approach, clarity, expertise, and 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.
- To deliver holistic financial advice, supporting our clients to achieve their financial objectives
- Provide guidance on a range of employee benefits including qualifying workplace pension schemes, group risk schemes, private medical and cash plan schemes
- Develop long standing relationships with clients through regular reviews and delivering solutions to meet their change in circumstances
- Create strategic alliances with professional connections with a view to develop new client relationships
- To develop effective relationships with clients and professional connections as one of the principal sources of new clients and maximising brand awareness
- Develop a sustainable business model for the provision of advice to clients
- Develop holistic client relationships in line with any client service proposition
- Actively seek and identify new business opportunities both internally and externally to support the growth of the business
- Provide financial advice to clients on a range of whole of market financial planning solutions primarily for Employee Benefits clients
- Provide clients with an exceptional service, ensuring that all reviews are undertaken regularly and in accordance with their agreed service propositions maintain and grow our recurring revenue stream
- Contribute to the Group Employee Benefits Team's business development plans and be pro‑active in seeking new avenues of income generation
- Work closely with the Group Employee Benefits Administration Team to deliver exceptional client service
- Financial Planning diploma qualified (ideally Chartered or working towards Chartered)
- Demonstrable Group Employee Benefits and individual financial planning experience gained with a recognised organisation
- Comfortable with salary sacrifice schemes and automatic enrolment legislation
- Excellent communication skills (both written and verbal), with the ability to explain complex financial arrangements
- Demonstrable track record of delivering challenging sales targets within a regulated environment
- Knowledge of back office systems
- Keen attention to detail
- Collaborative working
- Previously achieved CAS status
- Ensure that all CPD logs and training is up to date
- Up to date knowledge of industry and legislative changes that may impact advice, allowing for mitigating strategy to be built into advice
-
+ Job summary: 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 ...
Birmingham, England1 month ago
-
An established and growing Financial Planning firm based in South Birmingham is seeking an experienced Compliance Manager to join the business following the departure of a long-standing employee. · ...
Birmingham1 month ago
-
This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments. · Providing holistic financial planning to HNW a ...
Birmingham1 week ago
-
This High End Divorce Specialist Financial Advisor job is an exceptional opportunity for an experienced divorce specialist adviser to take ownership of a specialist divorce planning service and build their own division within a respected, values driven wealth management firm. · I ...
Birmingham1 week ago
-
We are looking for a knowledgeable and forward-thinking Help Line Adviser to join our expert Employment Law Advice Line team. · Provide timely, accurate employment law, HR and employee relations advice to member companies via telephone, Teams and in writing · Draft bespoke settle ...
Birmingham6 days ago
-
We're recruiting a Business Development Account Manager (BDAM) within our Wealth Distribution business — a diverse division encompassing our savings and investment solutions designed to help clients achieve their financial goals. As a BDAM, you will play a pivotal role in deepeni ...
Birmingham £48,987 - £59,873 (GBP) Full time1 day ago
- Work in company
Capital Markets, Accounting Advisory and Structuring Manager
Only for registered members
We are a team of specialists, and your role in the Capital Markets, Accounting advisory and Structuring (CMAS) team as a Manager will involve applying technical expertise to solve problems and advise clients as they navigate changes in their business. · You will be expected to wo ...
Birmingham1 month ago
-
We are seeking an experienced Senior Business Recovery Solicitor (7+ years' PQE) to join our established and growing Business Recovery team in Birmingham. · This role will focus primarily on the non-contentious advisory side of business recovery and insolvency. · The successful c ...
Birmingham1 month ago
-
Rare chance for an experienced specialist to step out of the shadows and build their own Court of Protection division within a respected wealth management firm. · This is not a volume role. You will have the time and space to deliver thoughtful planning on significant awards incl ...
Birmingham £80,000 - £0 (GBP)1 week ago
-
A leading regional law firm is seeking an experienced Commercial Solicitor at Senior or Principal Associate level to join its growing Business Services team. · The firm advises a wide range of clients on complex commercial matters. · You will work closely with an award-winning Co ...
Birmingham1 month ago
-
A leading regional law firm seeks an experienced Commercial Solicitor at Senior or Principal Associate level to join its Business Services team. · Advise on non-contentious commercial matters. · Draft and negotiate commercial agreements. · ...
Birmingham1 month ago
-
The SRA are recruiting for two experienced HR Advisers to join the HR Services team. · This Opportunity Would Enable An HR Professional To Advance Their Career. ...
Birmingham1 month ago
-
Join a well-established employment practice advising major household-name clients on complex matters. · ...
Birmingham1 month ago
-
This role involves supporting complex and fast‑paced commercial work where no two days are the same. · ...
Birmingham Full time5 days ago
-
An exciting opportunity has arisen for a Non-Contentious Construction Lawyer to join a highly regarded national Top 50 law firm renowned for its market-leading Real Estate practice. · ...
Birmingham2 weeks ago
-
An excellent opportunity has arisen for a Solicitor at NQ–3 PQE level to join a leading international law firm within its highly regarded Regeneration, · Development and Infrastructure team.The team advises on large-scale development, · regeneration and infrastructure projects. · ...
Birmingham1 month ago
-
We have an opportunity for a Principal Associate to join our Planning Team based in Birmingham. · ...
Birmingham Full time1 month ago
-
This role involves supporting complex and fast-paced commercial work where no two days are the same. You will quickly absorb information identify key issues and advise the business on both legal and broader project considerations. · Providing business-focused legal advice to seni ...
Birmingham Full time5 days ago
-
As a result of our continued growth and success in the insurance market we are seeking an ambitious and driven Account Broker to join our team in Birmingham. · Establishing and maintaining client records in hard copy files and Goldmine database; · Supporting/advising clients with ...
Birmingham, England1 month ago
-
This is an exciting opportunity to join a highly respected national team known for its depth of expertise and work on complex, high-value commercial arrangements for major UK and global clients. · ...
Birmingham3 weeks ago
-
Job Description · Join our growing tax team as an Employment Tax Senior Manager. · Deliver employment tax advisory projects including advising on benefit and reward packages international employments NMW CIS enquiries · Advising businesses on employment tax issues acquisitions sa ...
Birmingham1 week ago
Corporate Financial Adviser Benefits - Birmingham - Ascot Lloyd group
Description
Location
London or Birmingham. Hybrid working (3 days per week in office, flexible for client visits)
Adviser Type
Restricted, Independent or Corporate
Reports to
Employee Benefits Lead
SMCR Function
Certified Position
What's on offer at Ascot Lloyd?
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:
What you'll bring to the position
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.
#J-18808-Ljbffr
-
Corporate Financial Adviser Benefits
Only for registered members Birmingham, England
-
Compliance Manager
Only for registered members Birmingham
-
UHNW Financial Advisor
Only for registered members Birmingham
-
High End Divorce Specialist Financial Advisor
Only for registered members Birmingham
-
Advice Line Adviser
Only for registered members Birmingham
-
Business Development Account Manager
Full time Only for registered members Birmingham
-
Capital Markets, Accounting Advisory and Structuring Manager
Only for registered members Birmingham
-
Senior Associate Solicitor
Only for registered members Birmingham
-
Court of Protection Specialist Financial Advisor
Only for registered members Birmingham
-
Commercial Principal Associate
Only for registered members Birmingham
-
Commercial Principal Associate
Only for registered members Birmingham
-
HR Adviser
Only for registered members Birmingham
-
Solicitor
Only for registered members Birmingham
-
Commercial Lawyer
Full time Only for registered members Birmingham
-
Construction Solcitor
Only for registered members Birmingham
-
Real Estate Solicitor
Only for registered members Birmingham
-
Principal Associate
Full time Only for registered members Birmingham
-
Commercial Lawyer
Full time Only for registered members Birmingham
-
Account Broker
Only for registered members Birmingham, England
-
Commercial Contracts Lawyer
Only for registered members Birmingham
-
Senior Employment Tax Manager
Bishop Fleming- Birmingham