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About the Role
Apollo Private Wealth is offering an experienced financial adviser the opportunity to manage and enhance a well-established portfolio of clients, leveraging expertise in wealth management with the support of a dynamic team. The role focuses on providing personalised financial solutions to clients.
Responsibilities
- Take ownership of an existing client portfolio, ensuring high levels of service and consistent, personalised holistic advice.
- Provide expert advice on investment strategies, asset allocation, retirement planning, tax optimisation, and wealth protection.
- Conduct regular portfolio reviews to ensure financial strategies align with evolving client needs, goals, and market conditions.
- Offer comprehensive financial planning, including pensions, insurance, estate planning, and tax strategies.
- Ensure all recommendations comply with industry regulations and maintain meticulous records.
- Work alongside paraplanners, marketing, and administration teams to provide high service levels and ensure smooth operations.
Requirements
- At least 5 years of experience in financial advisory and wealth management.
- A QCF Level 4 Diploma is a minimum requirement; a Level 6 Diploma in Financial Advice (Adv DipFA) is preferred.
- Proven track record in managing and servicing a client base, with a focus on client retention and satisfaction.
- Passion for providing exceptional client service and ability to build trusted, long-term relationships.
- Strong knowledge of investment strategies, tax planning, and financial products.
- Desire to work as part of a supportive team, with a focus on client outcomes.
Skills
- Wealth management
- Financial planning
- Investment strategies
- Asset allocation
- Retirement planning
- Tax optimisation
- Wealth protection
- Client relationship management
- Client retention
- Client satisfaction
- Financial advisory
Location
- Onsite
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- QCF Level 4 Diploma
- Level 6 Diploma in Financial Advice (Adv DipFA)
Salary/Compensations
- £40,000 - £60,000
- Additional incentives based on client servicing and performance
- Uncapped earnings through a generous fee-sharing structure
Benefits
- 24 days holiday + birthday off
- NHS Medicash Plan
- Life Assurance
- Income Protection
- Dedicated coaching
- Ongoing professional development
- Fully serviced offices
- Administrative support
- Quarterly Company Social Events
About the Company
- Apollo Private Wealth is a leading wealth management firm and multi-family office, managing wealth for high-net-worth individuals, families, and institutions.
- 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 pace of a startup and the care of a family office.