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 transforming the wealth management landscape through expert advice, exceptional client service and innovative technology. 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.

What’s on offer at Ascot Lloyd?

Skills accelerator
Be part of one of the UK’s fastest‑growing national firms. This is an opportunity to work autonomously, innovate, and strive for excellence in a high‑growth environment.

Support to Succeed
We invest long‑term in your personal and professional development through our Learning and Development Portal, tailored training pathways, funded professional memberships, and supported study leave.

Benefits
Corporate pension, private medical insurance, life assurance, critical illness cover, electric car salary sacrifice, paid time off for celebrations and volunteering, discounted Ascot Lloyd financial advice, enhanced parental leave, and a range of wellbeing perks.

Recognition
A reward package including performance bonuses and long‑term incentives, length-of-service awards, values recognition, and access to our ESG initiatives -from charity partnerships to team challenges.

Join a company where your success and community impact truly matter.

What does Client Services and Operations look like at Ascot Lloyd?

Our Client Services and Operations function is at the heart of the business, ensuring that advisers and clients receive a seamless, efficient and high-quality service. It is a fast-paced, collaborative environment where accuracy, organisation and client focus are critical.

Teams work across a range of activities, from onboarding new business and maintaining client records to supporting advisers and ensuring regulatory compliance. There is a strong focus on continuous improvement, process excellence and the use of technology to deliver outstanding outcomes.

As a Data Inputter, you will play a key role in ensuring accurate, timely and compliant data management, supporting the integration and operations teams to deliver an excellent client experience.

Your impact on stakeholders

• Accurately input and maintain client and policy data within Intelliflo Office
• Issue correspondence to providers to obtain key client information
• Respond to written, telephone and electronic enquiries in a professional manner
• Maintain effective relationships with providers and internal stakeholders
• Ensure client records and documentation are stored securely in line with GDPR requirements

What you’ll bring to the position

• Strong attention to detail and commitment to accuracy
• Ability to organise and prioritise workload effectively
• Client-focused mindset with a high standard of service delivery
• Proactive and positive approach to work
• Ability to work within structured processes and procedures

Technical Skills

• Experience using Microsoft Office and business systems
• Accurate data entry and record management skills
• Ability to manage diaries, workflows and tasks effectively
• Familiarity with CRM systems (e.g. Intelliflo Office) desirable
• Understanding of data protection and confidentiality requirements

Soft Skills

• Excellent communication skills, both written and verbal
• Strong organisational and time management skills
• Positive and professional telephone manner
• Ability to build effective working relationships
• High level of integrity and professionalism
• Commitment to continuous learning and development
• Professional and compliant approach to handling client data
• Awareness of regulatory and compliance standards (desirable)

Experience

• Strong IT literacy and systems experience
• Experience handling enquiries and supporting stakeholders
• Previous experience in an administrative or data entry role (desirable)
• Experience working with client data or CRM systems (desirable)
• Experience in a regulated financial services organisation (desirable)

Qualifications and Certifications

• We recognise that formal qualifications are not essential for success in this role. We are open to applicants from a wide range of backgrounds, including those looking to build or transition into a career in IT, data analysis or data management. What matters most is a strong attention to detail, a willingness to learn, and an interest in working with data and systems.

Why this role?

This is a great opportunity to join a growing operations function and develop your career in financial services. You will play a vital role in supporting the business by ensuring data accuracy, operational efficiency and a high-quality client experience.