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Launching in early 2023, Ascot Lloyd’s new Adviser Academy will offer the opportunity for individuals to advance their careers in the financial advice industry.
Headed up by Duncan Gregory, the Academy aims to take talented individuals from a wide range of backgrounds and develop their skills and knowledge and provide the support they need to succeed as an Adviser at Ascot Lloyd.
The tailor-made 12-month training programme is designed to equip our new Associate Advisers with the advice skills, regulatory knowledge, and commercial acumen, which will be the foundations for a rewarding career as an Independent Financial Adviser at Ascot Lloyd.
The course will be split into 3 distinct parts:
Individuals will complete the CII level 4 Diploma in Financial Planning, becoming fully qualified Independent Financial Advisers. They will receive support developing client portfolios and receive a small start-up of ready-made clients as the foundation blocks to help them build successful careers.
Our Financial Advisers are available on the phone so please contact us if you have any questions.
This communication is issued by Capital Professional Limited, trading as Ascot Lloyd. Ground Floor Reading Bridge House, George Street, Reading, England, RG1 8LS. Capital Professional Limited is registered in England and Wales (number 07584487) and is authorised and regulated by the Financial Conduct Authority (FRN: 578614).