Jobs from Ascot Lloyd

Location: Reading [Hybrid working 3 days per week in office] Reports to: Client Services & Operations Manager SMCR Function: Certified Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth manageme

Location: Reading [Hybrid working 3 days per week in office] Reports to: Client Services & Operations Manager SMCR Function: Certified Ascot Lloyd is one of the UK’s leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth manageme

To undertake independent quality assurance of financial planning advice, specifically reviewing suitability reports and associated client files to ensure compliance with FCA requirements and delivery of good client outcomes. The role supports the identification of themes, trends and risks within advice quality, contributing to continuous improvement and “right first time” outcomes. Key Responsibil

Purpose of Role The Head of Operations will lead and run Ascot Lloyd’s servicing capability, overseeing a large, multi-site operational function delivering scalable, high-quality ‘operations-as-a-service’ support across the business. The role will be responsible for driving operational excellence, consistency and efficiency, whilst enhancing client outcomes and supporting advisers through a high-p

Location: Bristol hybrid [3 days per week] Reports to: Client Services & Operations Manager SMCR Function: Certified Role Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape.

Location: Bristol hybrid [3 days per week] Reports to: Client Services & Operations Manager SMCR Function: Certified Role Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape.

Purpose of Role The Head of Operations will lead and run Ascot Lloyd's servicing capability, overseeing a large, multi-site operational function delivering scalable, high-quality 'operations-as-a-service' support across the business. The role will be responsible for driving operational excellence, consistency and efficiency, whilst enhancing client outcomes and supporting advisers through a high-p

Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly supporting over 22,000 clients on their financial journeys. Backed by Nordic Capital, we're not just growing, we're evolving, transforming and redefining what great wealth management looks like. Our ambition is simple but powerful: deliver expert financial advice, exceptional client service, and use innovative tech

We are seeking a Senior Data Engineer to join our Azure-native data team in a leading UK financial services firm. This role is key to maintaining and evolving our data platform, supporting both ongoing enhancements and greenfield development. You will work on data integration, ETL pipelines, analytics, and AI-driven insights, ensuring robust data solutions that support business growth. This is a h

Purpose of role Ascot Lloyd, a leading UK wealth management firm, is seeking a highly motivated and detail-orientated individual to join our dynamic Platform Operations Team as a Phone and Freshdesk Ticketing System Operative. The role will also encompass transfer chasing activity to facilitate the on-boarding of new platform assets. A successful candidate will have effective communication skills

Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology t

Information Security Analyst Role Title: Information Security Analyst Reports to: Head of Information Security Location: Hub Location - Reading, Birmingham, Leeds, Glasgow or Bristol Hours of work: 35 hours per week Job Overview We are seeking a highly skilled and motivated Information Security Analyst specializing in Microsoft Cloud Security to join our growing Information Security team. The idea

Information Security Analyst Role Title: Information Security Analyst Reports to: Head of Information Security Location: Hub Location - Reading, Birmingham, Leeds, Glasgow or Bristol Hours of work: 35 hours per week Job Overview We are seeking a highly skilled and motivated Information Security Analyst specializing in Microsoft Cloud Security to join our growing Information Security team. The idea

Everything we do at Ascot Lloyd Financial Planning is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference in helping our clients achieve their goals. PURPOSE OF THE ROLE: We currently have an exciting opportunity f

Location: Bristol hybrid [3 days per week] Reports to: Client Services & Operations Manager SMCR Function: Certified Role Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape.

Location: Bristol [hybrid 3 days per week] Reports to: Client Services and Operations Manager SMCR Function: Certified Role About Ascot Lloyd Ascot Lloyd is one of the UK's leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy f

Job title: Private Client Investment Manager Location: Glasgow office hub, with access to other regional offices Reports to: Head of Private Wealth SMCR Function: Certified Ascot Lloyd Investment Management, originally established as Avellemy in 2004, specializes in providing discretionary investment management services to private clients, trusts, pension schemes, and charities, via our advisers.

JOB DESCRIPTION Role title: Advice Quality Specialist Reports to: Advice Quality Manager Location: Hub Location (Reading, London, Birmingham, Bristol or Glasgow) Hours of work: 35 hours each week SMCR Function: This is a Certified Role Purpose of role The purpose of this role is to provide technical support to Advisers, undertake technical project work where required, and to manage and assess Advi

JOB DESCRIPTION Role title: Advice Quality Specialist Reports to: Advice Quality Manager Location: Hub Location (Reading, London, Birmingham, Bristol or Glasgow) Hours of work: 35 hours each week SMCR Function: This is a Certified Role Purpose of role The purpose of this role is to provide technical support to Advisers, undertake technical project work where required, and to manage and assess Advi

JOB DESCRIPTION Role title: Advice Quality Specialist Reports to: Advice Quality Manager Location: Hub Location (Reading, London, Birmingham, Bristol or Glasgow) Hours of work: 35 hours each week SMCR Function: This is a Certified Role Purpose of role The purpose of this role is to provide technical support to Advisers, undertake technical project work where required, and to manage and assess Advi

JOB DESCRIPTION Role title: Advice Quality Specialist Reports to: Advice Quality Manager Location: Hub Location (Reading, London, Birmingham, Bristol or Glasgow) Hours of work: 35 hours each week SMCR Function: This is a Certified Role Purpose of role The purpose of this role is to provide technical support to Advisers, undertake technical project work where required, and to manage and assess Advi

Role title Client Service & Operations Manager Reporting to: Regional Head Location: Birmingham [hybrid 3 days per week] SMCR Function: Conduct Purpose of role As the Client Services & Operations Manager you will oversee a team of ~ 20 local Client Operations professionals, including Paraplanners, Administrators and support staff, that delivers efficient & timely processing, regulatory compliance,