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- Tasks: Provide tailored financial advice to high-net-worth clients and manage client relationships.
- Company: Apollo Private Wealth, a fast-growing financial advice firm with a supportive culture.
- Benefits: Generous annual leave, health benefits, and opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Level 4 in Financial Advice and 3+ years of experience required.
- Other info: Enjoy top-tier support and coaching from industry leaders.
The predicted salary is between 36000 - 60000 £ per year.
Financial Adviser – Build Your Future in Private Wealth
Location: the City, London | 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.
What You’ll Do
- 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
Role 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
Why Join Apollo?
- 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
Benefits (employed)
- 24 days' annual leave as standard + bank holidays
- Additional day’s leave with every year of service (up to 28 days)
- Additional 'birthday day' off
- 'Medicash' enrolment offering virtual GP, grants towards optical and dental expenses, gym and retail discounts
- Quarterly team socials
Meet Apollo: 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.
Experienced Financial Planner/Adviser employer: Apollo Private Wealth
Contact Detail:
Apollo Private Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Planner/Adviser
✨Network Like a Pro
Get out there and meet people! Attend industry events, join financial planning groups, and connect with other professionals. The more you network, the more opportunities you'll uncover, and who knows, you might even get a referral or two!
✨Showcase Your Expertise
Don’t just tell potential clients what you can do; show them! Create content that highlights your knowledge in financial planning. Whether it’s blog posts, videos, or social media updates, let your expertise shine through to attract the right clients.
✨Leverage Our Resources
Make sure to check out our website for job openings and resources tailored for financial advisers. We’ve got tools and support to help you land that dream role, so don’t miss out on what we have to offer!
✨Follow Up Like a Boss
After meeting someone or applying for a position, don’t just sit back and wait. Follow up with a friendly email or message to express your interest. It shows initiative and keeps you on their radar, which can make all the difference!
We think you need these skills to ace Experienced Financial Planner/Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 or 6 qualifications and any relevant experience you have in providing holistic financial advice.
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 your experience aligns with Apollo's mission of building futures. Keep it personal and engaging.
Showcase Your Client Relationship Skills: Since managing client relationships is key, include examples of how you've successfully built and maintained relationships with high-net-worth clients. This will show us that you can thrive in our supportive environment.
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 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.
✨Understand Apollo's Culture
Research Apollo Private Wealth and understand their values and approach to client service. Be prepared to explain why you want to join their team and how you can contribute to their high-performance environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, the support you'll receive, and the company’s growth plans. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
