Capital Professional Ltd. trading as Ascot Lloyd
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Latest Jobs (3 days ago) in United Kingdom
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Financial Adviser - Bristol, SW or WalesCapital Professional Ltd. trading as Ascot Lloyd
Location: Bristol. Hybrid working (3 days per week in office, flexible for client visits) Adviser Type: Restricted, Independent or Corporate Reports to: Regional Adviser Lead SMCR Function: Certified Position What’s on offer at Ascot Lloyd? 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: we give access to a generous pension, private medical, life assuranc
Portishead, England, United Kingdom3/11/2026
Reports to: Head of Investment Operations Location: Reading [hybrid 3 days per week] Purpose of role The purpose of the role is to assist with the investment management and investment operation functions of the Ascot Lloyd Investment Management (ALIM) business, incorporating both the discretionary model portfolio service (MPS) and the firm’s range of OEICs, alongside operational and administration support for the firm’s private wealth service. Prime duties involve the day to day trading function
Reading, England, United Kingdom3/9/2026
Client Services & Ops Manager [Paraplanning/ Admin]Capital Professional Ltd. trading as Ascot Lloyd
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, and a consistent high quality client and adviser experience. The role holder will support the Regional Head in the development and deliver
Location: Reading [Hybrid working 3 days per week in office] Reports to: Head of Investment Operations SMCR Function: Conduct 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. Our strategy is built on three core tenets: delivering expert financial advice, providing excep
Reading, England, United Kingdom3/4/2026
Join Our Team as a Talent Acquisition Partner! Location: Reading or London [hybrid 3 days per week] Contract Type: Full-Time, 9 month fixed term contract Are you passionate about finding and hiring top talent? Do you have a talent for building strong relationships and creating effective recruitment strategies? If so, we want you to join our team as a Talent Acquisition Partner. About the Role: As a Talent Acquisition Partner, you will play a crucial role in sourcing, attracting, and hiring the b
Reading, England, United Kingdom3/1/2026
Reports To: Chief Technology & Operations Officer Location: Birmingham [hybrid] with flexibility to travel nationwide as needed. SM&CR Function: Certified Role Purpose of Role The Head of IT is a strategic and operational leader responsible for delivering a secure, scalable, and cloud-first technology environment that enables exceptional colleague and client experiences. This role oversees IT infrastructure, service delivery, and cybersecurity, and plays an active role in operational res
Birmingham, England, United Kingdom2/25/2026
Client Services & Ops Manager - BhamCapital Professional Ltd. trading as Ascot Lloyd
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, and a consistent high quality client and adviser experience. The role holder will suppo
Birmingham, England, United Kingdom2/24/2026
Reporting to: Head of Private Wealth Location: Glasgow and Surrounding Areas Company Overview Ascot Lloyd Investment Management (ALIM), part of the Ascot Lloyd group, is a specialist asset management business providing a comprehensive range of investment solutions through financial advisers. Established in 2014, the firm has grown from offering risk-targeted, platform-based discretionary Model Portfolio Services (MPS) to launching the IFSL Ascot Lloyd OEIC range—a suite of multi-asset, multi-man
Glasgow, Scotland, United Kingdom2/12/2026
Paraplanner - 12 month FTCCapital Professional Ltd. trading as Ascot Lloyd
Paraplanner – 12-Month Fixed Term Contract Location: Reading [hybrid 3 days per week] Contract: Full-Time, 12-Month FTC We’re looking for an experienced Paraplanner to join our dynamic team on a 12-month fixed-term contract. If you’re passionate about delivering exceptional client service and thrive in a collaborative environment, this is your opportunity to make a real impact. About Us Ascot Lloyd is one of the UK’s leading independent financial advice firms. We pride ourselves on providing con
Reading, England, United Kingdom2/9/2026
Platform Operations ManagerCapital Professional Ltd. trading as Ascot Lloyd
Location: Options for Birmingham, Bristol, Glasgow, Leeds & Surrounding Areas, Hybrid working 3 days per week in a regional hub Reports to: Chief Technology & Operations Officer 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. Our strategy is built on three core
IFA Administrator - FTCCapital Professional Ltd. trading as Ascot Lloyd
Reports to: Client Services and Operations Manager Contract Type: 12-Month Fixed Term Contract Location: Bristol SMCR Function: This is a Conduct role Join Ascot Lloyd: Shaping the Future of Wealth Management 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, we are at the forefront of transforming the wealth management landscape. Our strategy is built on thr
Portishead, England, United Kingdom1/29/2026
Advice Quality SpecialistCapital Professional Ltd. trading as Ascot Lloyd
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 Adviser’s KPIs under Ascot Lloyd’s Training and Competency Scheme and Business Quality Review Framework.
Reading, England, United Kingdom1/25/2026
Part Time Adviser - Bristol & Surrounding AreasCapital Professional Ltd. trading as Ascot Lloyd
Location: Bristol and Surrounding Areas. Hybrid working & Part Time. Adviser Type: Restricted, Independent or Corporate Reports to: Regional Adviser Lead SMCR Function: Certified Position What’s on offer at Ascot Lloyd? 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: we give access to a generous pension, private medical, life assurance, critical illne
Portishead, England, United Kingdom12/15/2025
Financial Adviser - Glasgow, Edinburgh or AberdeenCapital Professional Ltd. trading as Ascot Lloyd
Location: Glasgow, Ebinburgh or Aberdeen with access to a regional hub. Hybrid working (3 days per week in office, flexible for client visits) Adviser Type: Restricted, Independent or Corporate Reports to: Regional Adviser Lead SMCR Function: Certified Position What’s on offer at Ascot Lloyd? 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: we give access
Glasgow, Scotland, United Kingdom12/12/2025
Location: London (hybrid) Hours: 35 hours per week Contract: Permanent SMCR Function: Conduct Role About Ascot Lloyd Ascot Lloyd is one of the UK’s leading independent wealth management firms. Our purpose is simple: to deliver exceptional outcomes for our clients while fostering a culture of integrity, collaboration, and continuous improvement. Our values guide everything we do: Integrity - We act honestly and transparently in all our dealings. Client Focus - We put clients at the heart of every
London, England, United Kingdom11/27/2025
Location: Reading or London. Hybrid working (3 days per week in office, flexible for client visits) Adviser Type: Restricted, Independent or Corporate Reports to: Regional Adviser Lead SMCR Function: Certified Position What’s on offer at Ascot Lloyd? 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: we give access to a generous pension, private medical, lif
Reading, England, United Kingdom11/19/2025
Location: Leeds. Hybrid working (3 days per week in office, flexible for client visits) Adviser Type: Restricted, Independent or Corporate Reports to: Regional Adviser Lead SMCR Function: Certified Position What’s on offer at Ascot Lloyd? 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: we give access to a generous pension, private medical, life assurance,
Leeds, England, United Kingdom11/19/2025