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For Companies At a Glance
- Tasks: Manage and enhance a portfolio of clients with personalised financial solutions.
- Company: Join Apollo Private Wealth, a leading wealth management firm.
- Benefits: Competitive salary, uncapped earnings, comprehensive health plan, and generous holiday.
- Why this job: Make a real impact by delivering exceptional service to trusted clients.
- Qualifications: 5+ years in financial advisory and a Level 6 Diploma preferred.
- Other info: Enjoy a supportive team environment with ongoing professional development.
The predicted salary is between 40000 - 60000 ÂŁ per year.
Your Career, Our Priority
Are you an experienced financial adviser looking to take the next step in your career?
Role Responsibilities
At Apollo Private Wealth, we’re offering you the opportunity to focus on managing and enhancing a well-established portfolio of clients, allowing you to leverage your expertise in wealth management while enjoying the support of a dynamic team. We prioritise long‑term relationships and exceptional service. If you’re ready to focus on delivering personalised financial solutions to clients who already trust you, this could be the perfect next step in your career.
- Client Relationship Management: Take ownership of an existing client portfolio, ensuring high levels of service and consistent, personalised holistic advice that aligns with clients’ long‑term financial goals and objectives.
- Investment and Wealth Management: Provide expert advice on investment strategies, asset allocation, retirement planning, tax optimisation, and wealth protection, with a focus on tailoring solutions to each client’s unique situation.
- Ongoing Client Reviews: Conduct regular portfolio reviews to ensure that clients’ financial strategies remain aligned with their evolving needs, goals, and market conditions.
- Financial Planning and Advisory: Offer comprehensive financial planning, including pensions, insurance, estate planning, and tax strategies, to help clients achieve their wealth management objectives.
- Compliance and Record Keeping: Ensure all recommendations are in full compliance with industry regulations and maintain meticulous records of client interactions and advice.
- Collaboration with Support Teams: Work alongside our paraplanners, marketing, and administration teams to provide the highest level of service and ensure smooth day‑to‑day operations.
Role Requirements
Your Profile
We are looking for qualified and experienced Financial Advisers (Wealth Advisers) who have:
- At least 5 years of experience in financial advisory and wealth management.
- A Level 6 Diploma in Financial Advice (Adv DipFA) is preferred, however a QCF Level 4 Diploma would be a minimum requirement.
- A proven track record in managing and servicing a client base, with a focus on client retention and satisfaction.
- A passion for providing exceptional client service and the ability to build trusted, long‑term relationships.
- Strong knowledge of investment strategies, tax planning, and financial products.
- A desire to work as part of a supportive team, with a focus on client outcomes.
Why us?
We are a leading wealth management firm and multi‑family office, managing wealth for high‑net‑worth individuals, families, and institutions. At Apollo Private Wealth, you will be part of a forward‑thinking team committed to providing exceptional outcomes for our clients. We are dedicated to your growth and success, offering a collaborative, supportive environment where you can focus on what you do best—delivering excellent financial advice and client service.
What We Offer You:
- Attractive Compensation: A competitive salary range of ÂŁ40,000 - ÂŁ60,000, depending on experience, with additional incentives based on your client servicing and performance.
- Comprehensive Support: Enjoy dedicated coaching and ongoing professional development from experienced leaders in the wealth management industry.
- Quality Client Portfolio: Take over a well‑established client portfolio, allowing you to concentrate on delivering exceptional service and growing long‑term relationships.
- Operational Support: Benefit from fully serviced offices and administrative support, so you can focus on servicing clients while we handle the logistics.
- Benefits Package: Including 24 days holiday + birthday off, NHS Medicash Plan, Life Assurance, Income Protection, and more.
Additional Benefits:
- Uncapped Earnings: Enjoy a generous fee‑sharing structure with the potential for unlimited earnings based on your performance.
- Training & Development: Receive ongoing professional development to enhance your skills, and be supported by our operations, paraplanning, marketing and business development teams to ensure your success.
- Quarterly Company Social Events: Regular opportunities to connect with colleagues in a relaxed setting.
- Comprehensive Health Plan: Access to our NHS Medicash Plan for your well‑being.
- Life Assurance: Peace of mind for you and your loved ones.
- Income Protection: We’ve got you covered in case of unexpected circumstances.
If you’re ready to provide exceptional service and deepen your relationships with an established client base, apply now to join a firm that truly values your expertise and supports your career goals.
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.
Employed Wealth Adviser employer: Apollo Private Wealth
Contact Detail:
Apollo Private Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Wealth Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to former colleagues or mentors. You never know who might have a lead on your next big opportunity!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or clients, make sure to highlight your experience and success stories. Share specific examples of how you’ve helped clients achieve their financial goals—this will set you apart from the competition.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you at Apollo Private Wealth. By applying directly, you’ll ensure your application gets the attention it deserves, and you’ll be one step closer to joining our amazing team.
We think you need these skills to ace Employed Wealth Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the role of Employed Wealth Adviser. Highlight your client relationship management and wealth management expertise to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for providing exceptional client service and how you’ve built long-term relationships in your previous roles. We want to see your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve helped clients achieve their financial goals or improved client satisfaction. Numbers and results speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Apollo Private Wealth
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with the types of clients and portfolios you’ll be managing. Be ready to discuss how you would enhance their financial strategies and provide tailored advice based on their unique situations.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your ability to build long-term relationships with clients. Discuss specific instances where you’ve successfully retained clients or improved their satisfaction through personalised service.
✨Demonstrate Your Expertise in Wealth Management
Brush up on your knowledge of investment strategies, tax optimisation, and financial products. Be prepared to answer technical questions and provide insights into how you would approach various financial planning scenarios.
✨Emphasise Team Collaboration
Since the role involves working closely with paraplanners and marketing teams, be ready to discuss your experience in collaborative environments. Share examples of how teamwork has led to successful client outcomes in your previous roles.