Connolly joins from Thomas Miller Investment, where she was head of paraplanning for over two years. She started her career in financial advice as a researcher at Ring Associates before joining Ashcourt Rowan as a paraplanner.
She will be responsible for a strategic review of the IFA firm’s advice process, aiming to enhance operational efficiency to add value for clients.
Her other responsibilities will include establishing a new technical unit supporting Ascot Lloyd’s current service offering as well as new business lines, such as cash flow modelling and Court of Protection work.
She will be based in London and report to business development director Ian Balgarnie.
Balgarnie said: “Jade’s understanding of the financial advice process and extensive experience leading paraplanning teams will play a significant role in enhancing Ascot Lloyd’s advice proposition. “Jade will lead a number of strategic initiatives to grow the business organically and will support our ambition to become the UK’s leading IFA firm.”
“Ascot Lloyd is a fantastic business with an exciting growth strategy,” added Connolly. “I look forward to working closely with its advisers and business development team to strengthen its advice offering and build upon the high quality of service it delivers to clients.”
