Academy Development Leads

  • Ascot Lloyd group
  • Reading, Berkshire
  • Aug 07, 2025
Full time I.T. & Communications

Job Description

Join Ascot Lloyd as an Academy Development Lead - Shape the Future of Financial Advice

About the Role

Are you passionate about developing talent and building high-performing teams? Do you thrive in a leadership role where your guidance directly impacts the growth and success of future Financial Advisers? If so, Ascot Lloyd invites you to become our next Academy Development Lead.

As a key figure within our Adviser Academy, you will play a pivotal role in nurturing, mentoring, and driving the performance of our new generation of Advisers-ensuring they deliver high-quality, compliant financial advice while fostering long-lasting client relationships.

We are recruiting two Academy Development Leads, one to support our Northern Region and one to support our Southern Region.

What You'll Be Doing

  • Lead and inspire a team of trainee Advisers, helping them transition to competent, confident professionals.
  • Be the go-to mentor and supervisor, offering practical guidance, feedback, and performance support on their journey to CAS (Competent Adviser Status) and beyond.
  • Collaborate closely with Field Leadership, Sales Operations, and Training teams to deliver on both individual and organisational goals.
  • Foster a culture of expertise through learning, development, and excellence, placing personal and professional growth at the heart of everything you do.
  • Ensure all Advisers operate within regulatory and compliance frameworks, always prioritising the best outcomes for our clients.
  • Champion Ascot Lloyd's values and client-first ethos, both internally and externally.

What You'll Bring

  • A minimum of QCF Level 4 qualification (e.g., Diploma in Regulated Financial Planning) - Chartered or working towards Chartered status preferred.
  • Proven experience in financial planning with a strong grasp of industry and regulatory requirements.
  • Demonstrable track record of meeting and exceeding commercial targets in a regulated environment.
  • Strong understanding of training & competency schemes, compliance, and back-office systems.
  • Natural leadership skills with a passion for coaching and people development.
  • Excellent interpersonal skills - you can build trust, explain complex ideas clearly, and motivate others to succeed.
  • A proactive mindset with the ability to analyse KPIs, identify trends, and make data-driven decisions.

Why Join Ascot Lloyd?

At Ascot Lloyd, we're committed to building a supportive and empowering environment where every employee has the opportunity to grow and succeed. You'll work alongside experienced leaders in a company that values collaboration, development, and client-centric service.

As our Academy Development Lead, you won't just manage a team-you'll help shape the future of financial advice.

  • Location: Based at one of Ascot Lloyd's main offices.
  • Hours: 35 per week (with flexibility to meet deadlines)
  • SMCR Function: Certified Role

Ready to Make a Real Impact?

If you're ready to inspire the next generation of Advisers and play a vital role in the growth of Ascot Lloyd, we want to hear from you.

Apply today and become a key player in building the future of financial advice.