Part Time Adviser

Part Time Adviser - Bristol & Surrounding Areas

Apply for this part‑time adviser role at Ascot Lloyd.

Location:

Bristol and surrounding areas. Hybrid working & Part‑time.

• Career Accelerator:
  Ascot Lloyd is one of the UK’s fastest‑growing national firms, offering the chance to work autonomously and drive 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.
• Recognition and reward: market‑competitive compensation, performance bonuses, longer‑term incentives, and the Adviser Equity Programme.
• Values‑Driven: people‑first approach, client‑first focus, clarity, expertise, collaboration.
• Support to Succeed: in‑house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and more.

At Ascot Lloyd, advisers thrive in a supportive team environment, given the tools and support needed to deliver the best possible service to clients.

• Promote Ascot Lloyd services, products and values in every conversation.
• Achieve revenue targets, drive growth through client retention and new business.
• Deliver holistic financial advice that helps clients realise goals and secure futures.
• Build lasting partnerships with regular reviews, adapting solutions to evolving needs.
• Expand influence through strategic alliances with professional connections.
• Champion a culture of referrals, turning every client interaction into growth opportunities.
• Organically grow client relationships, identify fresh opportunities and adapt to the business environment.

• Diploma qualified in financial planning (ideally chartered, or working towards chartered status).
• Committed to continuous professional development, keeping CPD logs and training up to date.
• Proven experience in financial planning—independent, restricted, or corporate—delivering outstanding advice.
• Capacity for new client development and willingness to self‑develop to support Accolade’s growth.
• Flexibility and growth mindset to support the firm during high growth nationwide.
• Exceptional integrity and interpersonal communication skills, both internally and externally.
• Track record of achieving challenging new client development goals in a regulated environment, with the drive to win recurring revenue.
• Confidence with back‑office systems and meticulous attention to detail.
• Satisfactory Fit & Proper status, confirmed through annual assessment—integrity at the core of all work.

Three‑stage interviews: vales & competency interview, technical interview/case study, and final interview. Expect a straightforward process with opportunities to ask questions of Regional Leads and HR.

Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.