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- Tasks: Provide tailored financial advice and manage relationships with high-net-worth clients.
- Company: Join Apollo Private Wealth, a fast-growing financial advice collective.
- Benefits: Enjoy top-tier support, coaching, and a client book from day one.
- Why this job: Accelerate your career in a high-performance environment with industry leaders.
- Qualifications: Level 4 in Financial Advice and 3+ years of experience required.
- Other info: Dynamic startup pace with the backing of a major wealth network.
The predicted salary is between 36000 - 60000 £ per year.
Location: Cambridge - Remote | Self Employed or Employed
At Apollo Private Wealth, we’re not just hiring advisers we’re building futures. Yours could be next. Are you an experienced Financial Adviser looking to accelerate your career in a high-performance, high-support environment? Whether you’re ready to take ownership of an established HNW client book or eager to scale new heights with full support behind you, this is your opportunity to do more and earn more.
Role Responsibilities
- Provide high-quality, tailored financial advice to an established book of HNW clients
- Manage and deepen client relationships, delivering strategies across investments, pensions, tax planning, and estate structuring.
- Proactively grow your book through referrals, networking, and high-quality leads.
- Service and manage an established book of existing clients.
- Work collaboratively with a talented internal team including Business Development, Paraplanning, and Administration.
- Stay ahead of financial trends to ensure your clients receive the most up-to-date guidance.
Requirements
- Level 4 in Financial Advice (required)
- Level 6 in Financial Advice (preferred)
- 3+ years experience providing holistic financial advice including pensions, investments and protection
- Skilled in building and maintaining relationships with clients
- Experience delivering exceptional client service.
Why Join Us?
- Client Book Provided: Hit the ground running with a portfolio of high-net-worth clients from day one.
- Top-Tier Support: Focus on advising, not admin with access to quality leads, full paraplanning, admin, and marketing support.
- Coaching & Development: Learn directly from industry leaders and receive ongoing support to help you grow and succeed.
About us: We’re part of Apollo Group, a fast-growing collective of specialist financial advice, business services, and client experience teams. We’re backed by one of the UK’s largest wealth networks through St. James Place, but we move at the pace of a startup and operate with the care of a family office.
Experienced Financial Adviser - Cambridge employer: Apollo Private Wealth
Contact Detail:
Apollo Private Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Adviser - Cambridge
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join financial adviser groups, and don’t be shy about reaching out to potential clients. Remember, it’s all about building those relationships that can lead to referrals.
✨Showcase Your Expertise
Use social media and professional platforms to share your knowledge. Write articles or post updates about financial trends and advice. This not only positions you as an expert but also attracts potential clients who are looking for someone with your skills.
✨Leverage Our Resources
Don’t forget to check out our website for job openings and resources tailored for financial advisers. We’ve got a wealth of information and support to help you land that perfect role, so make sure you take advantage of it!
✨Prepare for Interviews
When you land an interview, do your homework! Know the company inside out, understand their client base, and be ready to discuss how you can add value. Confidence is key, so practice your pitch and be ready to impress!
We think you need these skills to ace Experienced Financial Adviser - Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the role of an Experienced Financial Adviser. Highlight your Level 4 or 6 qualifications and any relevant experience in managing HNW clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advice and how you can contribute to our team. Mention specific achievements that demonstrate your ability to build and maintain client relationships.
Showcase Your Client Management Skills: In your application, emphasise your experience in delivering exceptional client service. Share examples of how you've successfully managed client relationships and provided tailored financial advice.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Apollo Private Wealth
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and tax planning. Be ready to discuss how you've successfully managed client relationships and provided tailored advice in the past.
✨Showcase Your Experience
Prepare specific examples from your 3+ years of experience that highlight your skills in building and maintaining client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Demonstrate Your Proactivity
Talk about how you've proactively grown your client book through referrals and networking. Share any strategies you've used to stay ahead of financial trends and how that has benefited your clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, support systems, and growth opportunities at Apollo Private Wealth. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
