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About the Role
This role provides an opportunity for individuals to transition into wealth management by supporting experienced Advisers while completing Financial Planning exams. It is designed for those with drive and ambition to build a career in private wealth and investment management.
Responsibilities
- Support the advisory department
- Work closely with experienced Advisers to learn on the job
- Complete Financial Planning exams
- Develop business and maintain an understanding of private wealth and investment management
- Build a client bank in preparation for transitioning into an Adviser role
Requirements
- QCF Level 4 Diploma (fully or partially qualified, e.g., 3 out of 6 RO exams passed)
- Strong desire to grow and succeed
- Ability to work as a team player
- Demonstrated success in a sales-based role
- Excellent time management skills
- Numerical acumen and attention to detail
- Experience in blue-chip banking, professional services, legal, or financial services is beneficial
- Proven success in previous careers, education, or sports
Skills
- Sales
- Time management
- Numerical analysis
- Attention to detail
- Business development
Location
- London
Work Type
- Office-based
- Hybrid (remote working on Fridays)
Education Level
- QCF Level 4 Diploma
Salary/Compensations
- £32,000-£35,000 basic salary
Benefits
- Discretionary bonus scheme
- Comprehensive training and development program
- One-to-one mentoring
- 24 days holiday, increasing annually
- Paid birthday day off
- 5% matched employer pension contribution
- Medicash health care plan
- Death in Service policy
- Income Protection policy
- Regular company social events
About the Company
- Apollo Private Wealth is a leading wealth management firm and multi-family office based in London.
- Part of the Apollo Group, a collective of specialist financial advice, business services, and client experience teams.
- Backed by one of the UK’s largest wealth networks through St. James’s Place.
- Operates with the pace of a startup and the care of a family office.
Equal Opportunity
- Apollo Private Wealth is committed to enabling employees to do their best work and fostering an inclusive culture that values diversity.