At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients and manage client relationships.
- Company: Apollo Private Wealth, a supportive environment for ambitious Financial Advisers.
- Benefits: Competitive salary, uncapped earnings, health plan, and ongoing training.
- Other info: Enjoy 24 days holiday, hybrid working, and quarterly company socials.
- Why this job: Accelerate your career with top-tier support and a large portfolio of clients.
- Qualifications: Minimum 3 years as a Financial Adviser and Level 4 Diploma required.
The predicted salary is between 50000 - 70000 £ per year.
Role Responsibilities
£50,000–£70,000 Base + Uncapped Earnings
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? This is your opportunity to do more and earn more.
Why Join Us?
- Clients Provided: We have a large portfolio of high‑net‑worth clients. Following your successful probation period you will have the opportunity to obtain some of these clients to bolster your book.
- Top‑Tier Support: Focus on advising, not admin — with access to quality leads, full paraplanning, admin, and marketing support.
- Big Earnings Potential: Competitive salary (£50k–£70k DOE) + generous discretionary pay scheme and uncapped fee‑share opportunities.
- Coaching & Development: Learn directly from industry leaders and receive ongoing support to help you grow and succeed.
What You’ll Do
- Provide high‑quality, tailored financial advice to HNW individuals, families, and institutions.
- 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.
- Work collaboratively with a talented internal team including Business Development, Paraplanning, and Admin.
- Stay ahead of financial trends to ensure your clients receive the most up‑to‑date guidance.
What You Bring
- Minimum 3 years’ experience as a Financial Adviser/Wealth Adviser.
- Level 4 Diploma (required), Level 6/Chartered status (preferred).
- Experience working with high‑net‑worth and complex client needs.
- A proven track record of delivering outstanding advice and client outcomes.
- Ambition, integrity, and a desire to build something that’s yours.
The Extras That Matter
- 24 Days Holiday + Birthday Off and accrued holiday with service.
- Ongoing Training & Development.
- NHS Medicash Health Plan.
- Life Assurance & Income Protection.
- Quarterly Company Socials.
- Office in London with Hybrid Working.
Employed Financial Adviser - Clients and leads provided employer: Apollo Private Wealth
At Apollo Private Wealth, we pride ourselves on being an exceptional employer that empowers Financial Advisers to thrive in a dynamic and supportive environment. With a strong focus on professional development, generous earnings potential, and a collaborative culture, our London office offers the perfect setting for you to build your legacy while enjoying a healthy work-life balance. Join us to leverage our extensive client portfolio and top-tier support, ensuring you can concentrate on what you do best — providing outstanding financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Adviser - Clients and leads provided
✨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 on LinkedIn. The more connections you make, the better your chances of landing that dream role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and success stories. Share specific examples of how you've helped clients achieve their financial goals. This will show them you’re not just any adviser, but a top-tier one!
✨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 that can help you prepare for interviews and understand what employers are looking for.
✨Follow Up After Interviews
After an interview, send a quick thank-you note to express your appreciation for the opportunity. It’s a simple gesture that can set you apart from other candidates and keep you fresh in their minds as they make their decision.
We think you need these skills to ace Employed Financial Adviser - Clients and leads provided
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the role of an Employed Financial Adviser. Highlight your experience with high-net-worth clients and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've delivered outstanding advice and client outcomes in your previous roles to demonstrate your value.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Apollo Private Wealth
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss key metrics related to wealth management. Understand the latest trends in investments, pensions, and tax planning, as this will show your expertise and readiness to advise high-net-worth clients.
✨Showcase Your Success Stories
Prepare specific examples of how you've successfully managed client relationships and delivered outstanding advice. Highlight any complex cases you've handled, as this will demonstrate your capability to meet the needs of high-net-worth individuals.
✨Ask Insightful Questions
During the interview, ask questions that reflect your understanding of the role and the company. Inquire about their approach to client management and how they support advisers in growing their books. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Emphasise Team Collaboration
Since the role involves working closely with internal teams, be prepared to discuss your experience in collaborative environments. Share examples of how you've worked with paraplanners or business development teams to enhance client outcomes, showcasing your ability to thrive in a supportive setting.
