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- Tasks: Provide tailored financial advice to high-net-worth clients and manage client relationships.
- Company: Apollo Private Wealth is a dynamic firm focused on building futures in wealth management.
- Benefits: Enjoy a competitive salary, uncapped earnings, 24 days holiday plus your birthday off, and hybrid working.
- Why this job: Join a supportive team, learn from industry leaders, and make a real impact in wealth management.
- Qualifications: Minimum 3 years as a Financial Adviser with a Level 4 Diploma; Level 6/Chartered status preferred.
- Other info: Be part of a fast-growing company backed by a major wealth network, with a family office vibe.
The predicted salary is between 42000 - 84000 £ per year.
Employed Financial Adviser – Clients provided
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Compensation
£50,000–£70,000 Base + Uncapped Earnings
Overview
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.
Wealth Adviser – Build Your Legacy in Private Wealth
Location: London | Employment type: Employed | Compensation: £50,000–£70,000 Base + Uncapped Earnings
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.
- 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 + Your 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.
Ready to Make the Move?
Apply now to take ownership of your future, supported by a team that believes in your potential.
Learn more about us
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’s Place, but we move at the pace of a startup and operate with the care of a family office.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Accounting/Auditing and Finance
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Employed Financial Adviser - Clients provided employer: Apollo Private Wealth
Contact Detail:
Apollo Private Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser - Clients provided
✨Tip Number 1
Network with other financial advisers and professionals in the industry. Attend events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with Apollo Private Wealth's values and mission. Understanding their approach to client relationships and wealth management will help you align your discussions during interviews and demonstrate your fit for the company culture.
✨Tip Number 3
Stay updated on current financial trends and regulations that affect high-net-worth individuals. Being knowledgeable about the latest market developments will not only impress your interviewers but also prepare you for the challenges of the role.
✨Tip Number 4
Prepare to discuss your previous successes in managing client portfolios and delivering tailored financial advice. Highlight specific examples where you've made a significant impact, as this will showcase your capability and experience to potential employers.
We think you need these skills to ace Employed Financial Adviser - Clients provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, especially any work with high-net-worth clients. Use specific examples of your achievements and how you've delivered outstanding advice.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth management and how you align with Apollo Private Wealth's mission. Mention your ambition and integrity, and how you plan to contribute to their success.
Highlight Relevant Qualifications: Clearly state your qualifications, including your Level 4 Diploma and any additional certifications. If you have Level 6 or Chartered status, make sure to emphasise this as it is preferred for the role.
Showcase Your Client Management Skills: Discuss your experience in managing client relationships and delivering tailored financial strategies. Provide examples of how you've grown your client book through referrals and networking.
How to prepare for a job interview at Apollo Private Wealth
✨Know Your Client Base
Familiarise yourself with the high-net-worth clients you will be working with. Understand their needs and preferences, and be prepared to discuss how your experience aligns with providing tailored financial advice to this demographic.
✨Showcase Your Track Record
Be ready to present specific examples of your past successes as a Financial Adviser. Highlight your achievements in delivering outstanding advice and client outcomes, especially with complex client needs.
✨Demonstrate Industry Knowledge
Stay updated on current financial trends and regulations. During the interview, share insights on how these trends can impact high-net-worth individuals and how you plan to keep your clients informed.
✨Emphasise Team Collaboration
Apollo Private Wealth values teamwork. Be prepared to discuss how you have successfully collaborated with internal teams in the past, such as Business Development and Paraplanning, to enhance client service and achieve business goals.
