Company: Ascot Lloyd group
Location: Glasgow
Posted: April 11th, 2026
Ascot Lloyd Investment Management, originallyestablishedasAvellemyin 2004, specializes in providing discretionary investment management services to private clients, trusts, pension schemes, and charities, via our advisers. The company is dedicated to building lasting and trusted relationships with clients and financial advisers through consistent professionalism and a transparent investment process.
The team is highly experienced, holding top-tier investment management qualifications and fostering a service-focused culture with a strong awareness of risk. By partnering with professional financial advisers, Ascot Lloyd aims to deliver tailored portfolios that enhance client outcomes and complement advisory services.
Skills accelerator: Ascot Lloyd counts as one of the UK’s fastest-growing national firms. A chance to work autonomously and strive for excellence in ahigh growthenvironment.
Support to Succeed: investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave!
Benefits: a corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice and paid time off for celebrations and volunteering, discounted Ascot Lloyd Financial advice for employees, enhanced parental leave —plus funperksto help you thrive at work and beyond!
Recognition: a package that includes performance bonuses and long-term incentives, giving you flexibility to balance work and life. We celebrate your commitmentwithlength-of-service andvaluesrecognition awards. At Ascot Lloyd,we’reproud to make a positive impact through our ESG initiatives—whetherit’svolunteer days, charity partnerships, employee sponsorship funds, or fun team activities like walking challenges.
This is a full-time role, basedfromour Glasgow office, for a Private Client Investment Manager to provide coverage for our Ascot Lloyd advisers (incorporating our new colleagues from Aberdeen Financial Planning) in Scotland and the North of England. In this role, you willbe responsible formanaging bespoke investment portfolios, including tax-efficient strategies for private clients, trusts, and other entities, and ensuring alignment with clients’ financialobjectivesand risk tolerance.
Day-to-day responsibilities also include working closely with our professional financial advisers, toassistthem in understanding and deploying our range of MPS & OEIC solutions.
You will play a key role in building andmaintainingstrong adviser & client relationships through effective communication and a thorough understanding of financial markets.
Experience in managing portfolios for private clients and working knowledge of financial planning principles
Strong analytical skills andexpertisein portfolio management
Professional qualifications such as CISI or CFA are highly desirable (minLevel 6)
Excellent communication and relationship-building skills with an ability to collaborate effectively with clients and advisers
A strong understanding of investment markets and risk management
Ability to work effectivelyin a hybrid setting as well as having flexibility to work from home too
Proactive attitude with a focus on delivering high-quality client service