Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planning by creating models and analyses for high-net-worth clients.
- Company: Join Apollo Private Wealth, a dynamic practice prioritising client relationships.
- Benefits: Gain valuable experience in wealth management with mentorship from industry leaders.
- Other info: Opportunity to work with exclusive investment strategies and grow your career.
- Why this job: Be the right hand to our CEO and make a real impact on clients' financial futures.
- Qualifications: Strong analytical skills and a passion for finance are essential.
The predicted salary is between 30000 - 40000 £ per year.
This role sits at the intersection of technical financial planning and genuine client relationship. You will be our CEO Nauman's right hand - preparing the analysis, models, and collateral that underpin every piece of advice his clients receive and acting as a trusted point of contact in your own right.
Apollo Private Wealth is a Senior Partner Practice of St. James's Place, founded in 2017 by Nauman Gondal. Nauman built his practice from the ground up - and today advises 140 families in a multi-family office model that prioritises depth of relationship over breadth of scale. His clients are business owners, senior executives, and high-net-worth families. Many hold significant wealth across multiple wrappers, with investments ranging up to £7 million under direct management. They expect - and receive - a quality of service and planning rigour rarely found outside private banking.
Through SJP, the practice accesses institutional-grade fund management mandates exclusive to St. James's Place - strategies run by the likes of KKR, Oaktree, and Wasatch, not typically available to individual retail investors. The result is a proposition that genuinely bridges the gap between boutique relationship quality and institutional investment capability.
Role Responsibilities
- Build and maintain Voyant cashflow models for client households.
- Analyse family balance sheets holistically - assets held with Apollo, assets held away, liabilities, and protection gaps - and articulate the trajectory of wealth with clarity and precision.
- Prepare comprehensive financial planning analyses and scenario projections, including sensitivity modelling around market conditions, legislative changes, and shifting client objectives.
- Develop detailed, compliant meeting packs, strategy reports, and annual review documents - tailored, thoughtful outputs that reflect the genuine complexity of each family's situation.
Technical Administrator - Wealth Planning in London employer: Apollo Private Wealth
Contact Detail:
Apollo Private Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator - Wealth Planning in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely cares about being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're the perfect fit for the Technical Administrator role. Highlight your skills in financial planning and analysis, and how you can contribute to building strong client relationships.
✨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 serious about joining our team at Apollo Private Wealth.
We think you need these skills to ace Technical Administrator - Wealth Planning in London
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for financial planning shine through. We want to see how you connect with the role and why you're excited about helping clients navigate their wealth.
Be Clear and Concise: Make sure your application is easy to read and straight to the point. We appreciate clarity, so avoid jargon and keep your sentences short. This will help us understand your skills and experiences without any confusion.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific responsibilities and values of Apollo Private Wealth. Show us how your background aligns with our focus on client relationships and technical expertise.
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 the role. Plus, it gives you a chance to explore more about who we are and what we do!
How to prepare for a job interview at Apollo Private Wealth
✨Know Your Financial Planning Basics
Brush up on your financial planning knowledge, especially around cashflow models and balance sheets. Be ready to discuss how you would approach building and maintaining these models for clients, as this will show your technical expertise and understanding of the role.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities by discussing past experiences where you've successfully analysed complex financial data. Think about specific examples where your insights led to improved outcomes, as this will highlight your problem-solving skills.
✨Understand Client Relationship Management
Since this role involves client interaction, be prepared to talk about how you build and maintain relationships. Share examples of how you've effectively communicated with clients in the past, particularly in high-stakes situations, to show that you can be a trusted point of contact.
✨Tailor Your Approach
Research Apollo Private Wealth and its unique value proposition. Be ready to discuss how you would create tailored financial planning analyses and reports for their clients. This shows that you understand their business model and are genuinely interested in contributing to their success.