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About the Role
This role will support you to complete your Financial Planning exams and provide the opportunity to work closely with an experienced Adviser to learn on the job.
Responsibilities
- Support completion of Financial Planning exams.
- Work closely with an experienced Adviser.
- Learn on the job.
Requirements
- Drive, ambition, and entrepreneurial spirit.
- Strong motivation to develop your business.
- Natural interest and understanding of developments in private wealth and investment management.
- Demonstrate success in a sales-based role.
- Excellent time management.
- Numerical acumen and attention to detail.
- Prior experience in a blue-chip banking, professional services, legal or other Financial Services firm is beneficial.
- Demonstrate previous success in another career, education, or sport if Financial Services experience is lacking.
Skills
- Grit
- Determination
- Team player
Location
- London
Work Type
- Office based
- Remote working on Fridays
Experience Level
- Entry level
- Associate
Education Level
- QCF Level 4 Diploma or equivalent (e.g., 3 out of 6 RO exams passed)
Salary/Compensations
- £32,000-£35,000 basic salary
- Discretionary bonus scheme
Benefits
- Comprehensive training and development program
- One to one mentoring with a successful Wealth Adviser
- Opportunity to begin to build a client bank
- 24 days holidays, increasing each year
- Birthday day (paid 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.
- Manages wealth for private clients, families, and institutions.
- Offers a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.
- Part of Apollo Group – a fast-growing 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 care of a family office.
Equal Opportunity
- Apollo Private Wealth is committed to enabling you to do your best work, and to feel comfortable bringing your whole self to the table.
- We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues feel empowered.
- We believe in the spirit of ownership because our people take results personally and want to build something great together.
- We value talented individuals who aren’t afraid to be bold, resourceful, and committed.
- In return, we offer opportunities for the development and wealth creation for our people.