Independent Financial Adviser Job at 360 Resourcing Solutions (Leeds)

Job Responsibility

Be the face of Ascot Lloyd, actively promoting AL services, products and living our values in every conversation
Achieve revenue targets and fuelling Ascot Lloyd’s growth—through both client retention and new business—while always putting clients first
Deliver holistic financial advice that helps clients realise their goals and secure their futures
Build lasting partnerships through regular reviews, always adapting solutions to meet clients’ evolving needs
Forge strategic alliances with professional connections, opening doors to new opportunities and relationships
Champion a culture of referrals, turning every client interaction into a chance to grow your network
Organically grow client relationships, identifying fresh opportunities and responding to the ever-changing business environment.

Diploma qualified in financial planning (ideally chartered, or working towards Chartered status)
Committed to continuous professional development, always keeping your CPD logs and training up to date
Proven experience in financial planning—independent, restricted, or corporate—demonstrating your ability to deliver outstanding advice
Capacity for new client development and great willingness to self develop in this space as key part of your role in supporting AL’s impressive growth
Flexibility and a growth mindset to continuously support AL during high growth nationwide
Exceptional integrity and interpersonal communication skills both internally and externally
A track record of achieving challenging new client development goals in a regulated environment, with the drive to win and nurture recurring revenue too
Confident with back-office systems and meticulous in your attention to detail
Satisfactory Fit & Proper status, confirmed through Ascot Lloyd’s annual assessment—integrity is at the heart of everything you do.