Corporate Financial Adviser - Bham

Corporate Financial Adviser [Benefits] - Bham

Join to apply for the Corporate Financial Adviser [Benefits] - Bham role at Ascot Lloyd

Location:

London or Birmingham. Hybrid working (3 days per week in office, flexible for client visits)

Adviser Type:
Restricted, Independent or Corporate

Reports to:

Employee Benefits Lead

SMCR Function:
Certified Position

• Career Accelerator:
  Ascot Lloyd counts as one of the UK’s fastest‑growing national firms. A chance to work autonomously and drive forward your career in a high‑growth environment.
• Benefits: generous pension, private medical, life assurance, critical illness cover, electric car salary sacrifice, paid time off for celebrations and volunteering — plus fun perks to help you thrive at work and beyond!
• Recognition and reward: market‑competitive compensation, performance bonuses, longer‑term incentives, and an opportunity to share in success through the Adviser Equity Programme.
• Values‑Driven:
  People first, championing a client‑first approach, clarity, expertise and collaboration.
• Support to Succeed: personal and professional growth through an in‑house Learning and Development Portal, tailored training plans, sponsorship of professional memberships and more.

We stand behind our advisers so they can stand out for clients. Adviser success is a team effort. Unlimited strategic growth opportunities and personal development.

• Deliver holistic financial advice to support clients’ financial objectives.
• Provide guidance on employee benefits, qualifying workplace pension schemes, group risk schemes, private medical and cash plan schemes.
• Develop long‑standing relationships with clients through regular reviews and solutions aligned with changing circumstances.
• Create strategic alliances and develop new client relationships through professional connections.
• Seek and identify new business opportunities internally and externally.
• Provide financial advice on a range of whole‑of‑market planning solutions for Employee Benefits clients.
• Maintain exceptional client service and regular reviews to grow recurring revenue.
• Contribute to the Group Employee Benefits Team’s business development plans.
• Work closely with the Group Employee Benefits Administration Team to deliver client service.

• Financial Planning diploma qualified (ideally Chartered or working towards Chartered).
• Demonstrable Group Employee Benefits and individual financial planning experience with recognised organisations.
• Comfortable with salary sacrifice schemes and automatic enrolment legislation.
• Excellent communication skills (written and verbal) with the ability to explain complex arrangements.
• Track record of delivering challenging sales targets within a regulated environment.
• Knowledge of back‑office systems.
• Attention to detail.
• Collaborative working.
• Previously achieved CAS status.
• CPD logs and training up to date.
• Up‑to‑date knowledge of industry and legislative changes.

Ascot Lloyd is one of the UK’s leading independent wealth management firms, serving over 22,000 clients. Backed by Nordic Capital, we transform wealth management with expert advice, exceptional service and innovative technology.