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- Tasks: Lead a team of Wealth Advisers to deliver exceptional financial advice and client service.
- Company: Join Apollo Private Wealth, a modern multi-family office focused on long-term client relationships.
- Benefits: Competitive salary up to £90,000, health plan, life assurance, and hybrid working.
- Why this job: Make a real impact by guiding a high-performance team in wealth management.
- Qualifications: Level 4 Diploma or equivalent in financial advice; 8+ years experience preferred.
- Other info: Enjoy a culture that values results, with opportunities for professional growth and team events.
The predicted salary is between 54000 - 126000 £ per year.
We are looking for a dynamic and experienced Financial Advice Manager to lead a team of up to 10 Wealth Advisers. In this pivotal role, you will be responsible for driving performance, fostering professional development, and ensuring exceptional client service.
Key Responsibilities:
- Champion the Client Experience: Ensure all advice delivered is insightful, compliant, and aligned with client values, life stages, and ambitions.
- Develop and Coach a High-Performance Adviser Team: Lead, support and stretch a growing team of employed advisers – instilling a culture of performance, accountability, and continuous development.
- Drive Commercial Advice Outcomes: Equip advisers with the confidence and tools to uncover opportunities, cross-sell appropriately, and deepen client relationships.
- Set Standards & Elevate Quality: Own the delivery of internal best practices for client review frameworks, onboarding journeys, advice processes, and follow-up protocols.
- Collaborate with Marketing and Operations: Align adviser efforts with marketing-generated leads, communications, and campaigns. Ensure systems and CRM workflows enable excellence at scale.
Role Requirements:
To thrive in this role, you’ll bring a rare combination of leadership, planning acumen, and client empathy:
- Qualifications: Level 6 qualified (Chartered status) - preferred; Investment Advice Diploma (IAD), Level 4 Diploma or equivalent - essential.
- Experience: 8+ years in financial advice, wealth management, or investment planning. Proven day to day management and leadership of advisers, with coaching and mentoring success. Demonstrated ability to drive revenue while maintaining advice quality.
- Skills & Behaviours: Deep understanding of HNW client needs, wealth strategies, and market trends. Clear communicator, calm under pressure, values-driven. Comfortable working cross-functionally with leadership, marketing, ops and compliance. Digitally fluent with CRM and planning tools.
Why us?
At Apollo Private Wealth, we’re building a modern, multi-family office – rooted in long-term relationships, not quick wins. We serve high-earning and high-net-worth families, professionals, and business owners across the UK.
What sets us apart?
- A relentless focus on doing what’s right for the client.
- A shared ambition to grow a business that lasts.
- A culture that values substance over show, and results over routine.
Compensation & Culture:
- Salary up to £90,000 DOE.
- Discretionary variable pay scheme.
- Medicash Health Plan.
- Life Assurance policy.
- Income Protection.
- 24 days holiday - increasing with service.
- Additional leave for your Birthday/celebration.
- Monthly team brunches and lunches.
- Quarterly team social events.
- Hybrid working model.
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.
Financial Advice Manager in London employer: Apollo Private Wealth
Contact Detail:
Apollo Private Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advice Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and experience in financial advice. Share insights on social media or write articles that demonstrate your knowledge. This will help you stand out to potential employers looking for a Financial Advice Manager.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advice management. Think about how you would lead a team of advisers and drive client satisfaction. The more prepared you are, the more confident you'll feel when it’s time to shine!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals who can help us elevate client experiences. Keep an eye on our job listings and make sure your application reflects your passion for financial advice and leadership.
We think you need these skills to ace Financial Advice Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Financial Advice Manager role. Highlight your leadership experience and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advice and how your values align with ours. Be genuine and let your personality come through.
Showcase Your Achievements: When detailing your experience, focus on quantifiable achievements. We want to see how you've driven performance and improved client relationships in your previous roles. Numbers speak volumes!
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 Numbers
As a Financial Advice Manager, you’ll need to demonstrate your understanding of financial metrics and client needs. Brush up on key performance indicators relevant to wealth management and be ready to discuss how you've driven revenue while maintaining quality advice.
✨Showcase Your Leadership Style
Prepare to talk about your experience in leading and developing teams. Think of specific examples where you’ve coached advisers to success or fostered a high-performance culture. This will show that you can instil accountability and drive results.
✨Client-Centric Mindset
Be ready to discuss how you ensure exceptional client service. Share stories that highlight your ability to align advice with client values and ambitions, demonstrating your empathy and understanding of high-net-worth clients.
✨Cross-Functional Collaboration
Since the role involves working with marketing and operations, think of examples where you’ve successfully collaborated across departments. Highlight how you’ve aligned adviser efforts with marketing initiatives to enhance client engagement and outcomes.
