Careers at Ascot Lloyd

We are one of the fastest growing national IFA firms in the UK. As such, it is a very exciting time to be part of our team. We are in the FT Adviser top 100 adviser firms in the UK and our ranking continues to increase year on year.

Our purpose is to help people achieve their financial goals. To do this we need great people. We want people who strive to be the best and put the client at the heart of everything they do. From financial advisers and paraplanning to finance, HR and marketing, we have a range of careers across our regional offices. We support career development for all our employees because we believe it’s our team that make us great.

  • A great place to work

    “I can honestly say that this is a great place to work, and in my role, I work closely with advisers, operational staff and clients to ensure that we are delivering the best possible advice and service.  My primary function is to support advisers, so that they have everything they need on a day to day basis.  As far as joining Ascot Lloyd is concerned if you love the world of wealth management and financial planning, then we are well worth considering.  I have always viewed this business as a very grown up environment where you are left to get on with the job you are employed to do, but equally if you need support it is there for you.”

    Manager at Ascot Lloyd
  • A forward thinking company

    “I joined Ascot Lloyd looking for a company I could work with for the next 30 years.  I looked at many alternatives but this company matched both my ambition and ethics.

    I chose to work at Ascot Lloyd because I wanted to be part of a company that was forward thinking and growing – but also a company that is looking to offer fair value and put the client at the centre of everything.

    The company is continually evolving and always feels like an exciting and interesting place to work – and I hope I continue to work here for many years to come”

    Adviser at Ascot Lloyd
  • An opportunity of a lifetime

    “Ascot Lloyd have given me an opportunity of a lifetime through the Adviser Academy to fulfill my ambition to become a fully qualified Independent Financial Adviser and have a successful career in the financial services industry. Despite having no previous experience, they have recognised my skill set and potential and put their faith in me to succeed. I have been fully supported by all levels of the firm and there is always someone available to help if I need it.”

    Trainee Adviser at Ascot Lloyd
  • Fully supported through exams and promotion

    “ I joined Ascot Lloyd in May 2016 as a Client Services Associate. Since that time, I have been fully supported with both external exams and internal promotion. I have now completed the Diploma in Regulated Financial Planning and I have been promoted to Report Writer. I have thoroughly enjoyed every day working here and look forward to the rest of my career with Ascot Lloyd.”

    Report Writer at Ascot Lloyd
Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits