Private Wealth Adviser: Client-Book Included, Remote in Girton

Private Wealth Adviser: Client-Book Included, Remote in Girton

Girton Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
Apollo Private Wealth

At a Glance

  • Tasks: Provide tailored financial advice and manage relationships with high-net-worth clients.
  • Company: Apollo Private Wealth, a leader in personalised financial services.
  • Benefits: Access to quality leads, top-tier support, and extensive coaching for career growth.
  • Other info: Remote work opportunity with a focus on client service and professional development.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Level 4 qualification in Financial Advice and 3+ years of relevant experience.

The predicted salary is between 50000 - 65000 Β£ per year.

Apollo Private Wealth is seeking an experienced Financial Adviser to provide tailored financial advice to high-net-worth clients. In this role, you will manage existing relationships and grow your portfolio with top-tier support, including access to quality leads and administration resources.

The ideal candidate has a Level 4 qualification in Financial Advice and at least 3 years of relevant experience. We offer extensive coaching and development to help you advance in your career while focusing on client service.

Private Wealth Adviser: Client-Book Included, Remote in Girton employer: Apollo Private Wealth

Apollo Private Wealth is an exceptional employer that prioritises the growth and success of its employees. With a strong emphasis on coaching and development, we provide our Financial Advisers with the tools and resources needed to excel in their roles while maintaining a client-centric approach. Our remote work culture fosters flexibility and work-life balance, making it an ideal environment for those looking to thrive in the financial advisory sector.

Apollo Private Wealth

Contact Details:

Apollo Private Wealth Recruitment Team

We think you need these skills to ace Private Wealth Adviser: Client-Book Included, Remote in Girton

Financial Advising
Client Relationship Management
Portfolio Management
Level 4 Qualification in Financial Advice
High-Net-Worth Client Service
Lead Generation
Coaching and Development