Our Services
We help you consider all areas and put together a financial plan that helps you to achieve your financial goals
Read more
Looking for Financial Advice?
Book a no obligation call with one of our experts
Book today
Company Info
Knowledge Hub
A great career opportunity
We are recruiting a Client Service Executive.
Connect Team Relationship Manager
Birmingham
35 hours each week
This is a conduct role
To provide a consistently high level of service to Ascot Lloyd (AL) clients ensuring an excellent and compliant client experience of the highest possible standard. This should be in line with the AL values, as well as being mindful of Treating Customers Fairly (TCF) at all times.
As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions.
Individual Conduct Rules
This email address is being protected from spambots. You need JavaScript enabled to view it.