If you have ever considered a career as a financial adviser, the Ascot Lloyd Adviser Academy might just be what you're looking for.

Our 12-month programme will provide you with the necessary qualifications and skills to become a successful financial adviser with Ascot Lloyd.

Whether you're a recent graduate or looking to switch careers, this structured programme can help you achieve your goals and develop your expertise in the field.

Why join the Ascot Lloyd Financial Adviser Academy?

Our commercially-minded training programme stands out in the industry, and here's why...

Fully employed status from day one

Our Academy offers full-time employment, giving you immediate access to a generous rewards package including a regular salary, a company pension scheme and a generous holiday entitlement.

Professional development.

Your development won’t stop after the 12 month programme. We train, develop and educate our advisers up to Chartered level and beyond.

An employed training route into a fantastic new career

Our structured 12-month Academy programme is designed to fully equip you with the qualifications, knowledge and commercial acumen for a career as an Ascot Lloyd IFA.

Marketing and business development support.

You’ll receive marketing and business development support to help you build your client bank.

A supportive environment where everyone can achieve exceptional results.

Ascot Lloyd cares about its people. We support colleagues to feel inspired, motivated and endorsed. You’ll have access to our wide network of colleagues, including experienced advisers, paraplanners, administrators and tax specialists. You’ll build a collaborative network within Ascot Lloyd, including course peers and an official mentor.

Flexible working

We provide a variety of study methods and the option to work in an office or from home. We believe this flexibility is crucial in supporting a healthy work-life balance and ensuring everyone feels comfortable and productive during their training.

duncan gregory head of academy“In my role, I’m fortunate to speak with all of our applicants and work with them as they progress through our training programme. I’m passionate about attracting and retaining diverse and talented individuals, who will bring their drive and integrity into the work we deliver for our clients.”

Duncan Gregory
Head of Academy

A structured path to your new career

Our programme will equip you with the regulated knowledge, advice skills and commercial acumen, which are the foundations for a successful career as an Ascot Lloyd IFA.

The 12-month training programme is delivered through a mix of face-toface and remote meetings and training workshops, supplemented by a purpose built self-service digital workbook. The final part of the programme includes working with your clients, supported closely by our regional development consultants.

Tailored programme

We give you the time to study and pass the exams needed to attain the Diploma in Regulated financial planning. For anyone who has already attained part or all of the Diploma a bespoke learning path is put in place to attain additional qualifications to aid with your progression to Chartered level.

Mentor

To add some variety to your working week you’ll have the opportunity to regularly meet with your mentor to learn more about the IFA role. The opportunity to observe client meetings and discuss advice scenarios further embeds the knowledge you’ve gained when you see it being put into practice.

Practical training

This programme includes plenty of time to practice your advice skills in a safe and constructive environment before setting out to meet with clients.

The Application Process

  1. Submitting your application

    If you're interested in joining our Financial Adviser Academy, the first step is to get in touch. Please see the details below on how to apply.

  2. A discussion about you and the Academy

    If you are successful, you will have the opportunity to learn more about the structure of the Academy and for us to understand more about you, including your motivations, strengths, and ambitions.

  3. Building a development plan

    Self-awareness and self-motivation will be essential to successfully navigate through our Academy programme. We'll help you to build your development plan in readiness for the final interview.

  4. Final interview

    The final interview will be competency-based, followed by a presentation of your development plan and a client scenario role-play.

Applications for the 2024 intake is now closed

If you are interested in the 2025 program, you can email your CV along with an explanation of why you are applying and why you think you’d make a great financial adviser. We will be in contact when the application process reopens in August 2024. In the meantime, please take a look at our Adviser Academy brochure.

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Class of 2024

Our associate advisers come from diverse backgrounds, each bringing their unique experiences and expertise to the table, from being self-employed in the recruitment sector to returning to financial services, having been out of the industry for several years. The Ascot Lloyd Academy is the perfect opportunity for anyone looking to progress or change their career path. 

To learn more about each of our current associate advisers and their individual career backgrounds, be sure to check out their bios.

Meet our Associate Advisers