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Careers at Ascot Lloyd

As one of the fastest growing UK-wide Independent Advice firms, now recognised in the FT Adviser top 100 adviser firms, it is a very exciting time to be part of our team.

We put our clients at the heart of everything we do. We care about them which means we also care about our people. Delivering client excellence drives business success. To achieve that we need great people.

Ascot Lloyd logo Our core values

TrustedTrusted
TrustedBy building lasting relationships. By being truly independent we can deliver unbiased solutions. Because we respect everyone we work with.
ExcellentExcellent
ExcellentWe aim to exceed clients’ expectations. We implement flexible solutions to ensure they reflect the changing needs of our clients.
CredibleCredible
CredibleWe are committed to preserving the wealth of our clients. We are open and honest with each other to deliver a consistently excellent service to our clients.
CaringCaring
CaringWe care about our clients, our people, our business and the communities around us. We invest in and develop our staff to be the best they can.
KnowledgeableKnowledgeable
KnowledgeableWe pride ourselves on our commitment to support career development for all our employees. We encourage feedback from staff.

Opportunities across the UK

With over 500 employees across 18 locations and continuously expanding, we offer plenty of opportunities. All our advisers are fully employed IFAs, supported by local administration and paraplanning teams.

We also have central support teams, Finance, HR, Marketing, Operations, Acquisitions all offering great career opportunities. As a highly adaptable company we offer flexible working, as well as an attractive benefits package.

A fun and inspiring place to work

We’re a company that cares about and invests in our people. We offer a great place to work with career progression and investment in personal development and training to all our staff.

Our goal is to become an employer of choice. We want Ascot Lloyd to be a fun place to work, where people feel inspired and motivated to do the best they can.

I joined in 2016 as a Client Services Associate. I have been fully supported with both external exams and internal promotion.

Investing in you and your career

At Ascot Lloyd, we make it a priority to treat our people well, help them develop and give them a rewarding work life.

This means creating an environment where you can excel, develop your skills, achieve your career goals, and trust and respect one another.

By providing training and development, on-the-job learning, coaching, and feedback we make sure that everyone who works for us has the resources they need to learn more and build their careers.

Take your next step and join us

If you are interested in learning more about working for Ascot Lloyd please see our latest vacancies below.

Even when there are no vacancies we are always interested in receiving prospective CVs from talented individuals looking for their next step on the career ladder.

Please email your CV to This email address is being protected from spambots. You need JavaScript enabled to view it. and explain the type of role you are looking for.

Careers Brochure

If you want to learn about the options open to you, download our careers brochure

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