Current vacancies

Browse our current vacancies and apply online

  • Investment Sales Manager

    Introduction Avellemy is a discretionary investment management firm, that has been offering investment solutions since 2014. Those solutions are: •…

  • IFA Administrator x 3

    Stockport, Head office – Reading, London

    Purpose To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and…

  • Novations Administrator

    Head office – Reading

    Purpose The Business Intelligence Team is a unique asset to Ascot Lloyd and a key part of the business. As…

  • Independent Financial Adviser

    Glasgow

    Purpose To deliver holistic financial advice, supporting our clients to achieve their financial objectives Developing long standing relationships with clients…

  • Paraplanner

    Birmingham, Wolverhampton

    Purpose To provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent, compliant and provided…

  • Business Development Manager

    Reporting to:               National Sales & Marketing Director (NSMD) Location:                      Homebased with travel as required Purpose Lead efforts to…

Send us your CV

If we don’t have any vacancies relevant to you but you would like to join one of our professional and friendly teams please e-mail your CV to hr@ascotlloyd.co.uk and explain the type of role you are looking for.

Alternatively, you may wish to write to us and enclose your CV to: Ascot Lloyd Careers, Reading Bridge House, George Street, Reading RG1 8LS

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