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For Companies At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients and manage relationships.
- Company: Join Apollo Private Wealth, a leader in financial advisory services.
- Benefits: Enjoy 24 days holiday, your birthday off, and ongoing training opportunities.
- Why this job: Start with a ready-made client portfolio and make a real impact in finance.
- Qualifications: Minimum 3 years' experience and Level 4 Diploma required.
- Other info: Collaborate with a talented team and grow your career in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
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.
Location: London | Employed Role | Salary: £50,000–£70,000 Base + Uncapped Earnings
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.
Role Requirements
- 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.
Why Us? 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?
If you\’re serious about making your mark in wealth management, and want to join a firm where your success is our mission, Apollo Private Wealth is the next step in your journey. Apply now to take ownership of your future, supported by a team that believes in your potential.
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.
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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 like a pro! Get out there and connect with people in the financial industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. The more connections you make, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and knowledge in financial advising. Share insights on social media, write articles, or even start a blog. This will not only boost your visibility but also demonstrate your commitment to staying ahead of financial trends.
✨Tip Number 3
Practice your pitch! When you get the chance to meet potential employers or clients, be ready to articulate your value proposition clearly. Tailor your message to highlight how your experience aligns with their needs, especially when it comes to high-net-worth individuals.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in joining our team at Apollo Private Wealth.
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 is tailored to the Employed Financial Adviser role. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Level 4 Diploma. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how you can contribute to our team at Apollo Private Wealth. Be sure to mention your ambition and integrity – we love that!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Talk about specific outcomes you’ve delivered for clients and how you’ve grown your book in previous roles. We’re all about results, so let us know what you’ve accomplished!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team!
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. Being able to discuss current trends and how they impact high-net-worth clients will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client relationships or delivered outstanding advice. This will help demonstrate your proven track record and how you can bring value to Apollo Private Wealth right from day one.
✨Collaborative Spirit
Since the role involves working closely with internal teams, be ready to discuss how you've collaborated in the past. Highlight any experiences where teamwork led to improved client outcomes, as this will resonate well with their emphasis on collaboration.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and how they support ongoing training. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you, too!
