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For Companies At a Glance
- Tasks: Help clients turn compensation into long-term financial security with tailored strategies.
- Company: Join Apollo Private Wealth, a modern, client-first wealth advisory firm.
- Benefits: Be part of a supportive team with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while navigating their financial journeys.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience as a Financial Adviser.
- Other info: Work in a dynamic environment backed by a leading wealth network.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced and empathetic Specialist Financial Adviser to join our growing team at Apollo Private Wealth. In this niche role, you will provide expert financial planning and wealth management services to clients who have received compensation through personal injury or medical negligence claims. You’ll guide them in transforming complex settlements into long-term financial security and independence.
Role Responsibilities
- Work closely with clients, and where relevant, their deputies, trustees, or solicitors, to create bespoke financial strategies that protect and grow compensation awards.
- Develop tailored financial plans covering investments, trusts, pensions, protection, and cashflow modelling.
- Ensure all advice is compliant, transparent, and aligned with each client’s goals and life circumstances.
- Provide proactive support, regular reviews, and consistent communication to build trusted, long-term relationships.
- Collaborate with paraplanners, operations, and compliance teams to deliver a smooth and efficient client experience.
- Stay informed of legislative, tax, and FCA changes affecting settlement planning.
Role Requirements
- Level 4 Diploma in Regulated Financial Planning (essential)
- Level 6 / Chartered Financial Planner status (desirable)
- Proven background as a Financial Adviser or Wealth Planner, ideally within personal injury, medical negligence, or court of protection work
- Strong technical understanding of investment, protection, and trust-based solutions for complex settlements
- Experience liaising with solicitors, trustees, and deputies
- Exceptional interpersonal and communication skills with empathy for vulnerable clients
- Deep understanding of wealth, investment, and estate planning strategies
Why us?
At Apollo Private Wealth, we’re building a modern, client-first wealth advisory firm that blends empathy with excellence. We help high-net-worth clients, professionals, and families achieve lasting financial security — and in this role, you’ll make a tangible difference to people navigating life after injury.
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 Adviser – Personal Injury & Compensation 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 Adviser – Personal Injury & Compensation in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advisory space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have a lead on your dream job!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and experience in financial planning, especially in personal injury and compensation. Use social media platforms like LinkedIn to share insights, articles, or even your own case studies to attract attention from employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to the role of a Financial Adviser. Think about how you would handle complex client situations and be ready to demonstrate your empathy and technical knowledge. We want to see how you can make a real difference!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Apollo Private Wealth. Let’s make that connection happen!
We think you need these skills to ace Financial Adviser – Personal Injury & Compensation 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 Adviser role. Highlight your background in personal injury or medical negligence, and don’t forget to showcase your Level 4 Diploma in Regulated Financial Planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your empathy and understanding of clients' needs. Share a brief story or example that demonstrates your ability to build trusted relationships and provide bespoke financial strategies.
Showcase Your Technical Skills: In this role, a strong technical understanding is key. Be sure to mention your experience with investment, protection, and trust-based solutions. This will show us you’re ready to tackle the complexities of settlement planning head-on!
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’re considered for this exciting opportunity at Apollo Private Wealth. We can’t wait to hear from you!
How to prepare for a job interview at Apollo Private Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially in the context of personal injury and medical negligence. Familiarise yourself with the latest legislative changes and how they impact compensation settlements. This will show that you're not just qualified but also genuinely interested in the field.
✨Empathy is Key
Since you'll be working with vulnerable clients, it's crucial to demonstrate your empathetic side during the interview. Share examples from your past experiences where you've successfully built trust and rapport with clients. This will highlight your ability to connect with them on a personal level.
✨Tailor Your Approach
Prepare to discuss how you would create bespoke financial strategies for clients. Think about specific scenarios you might encounter and how you'd address their unique needs. This shows that you can think critically and adapt your advice to fit individual circumstances.
✨Team Player Mindset
Collaboration is essential in this role, so be ready to talk about your experience working with paraplanners, solicitors, and compliance teams. Highlight any successful projects where teamwork led to positive outcomes for clients, demonstrating that you can contribute to a smooth client experience.
