Trainee Wealth Adviser

Are you an ambitious individual looking to build a long‑term career in wealth management? At Apollo Private Wealth, we are offering an exciting opportunity for a Trainee Wealth Adviser to join our high‑performing team and develop into a successful Wealth Adviser. This role is ideal for someone with experience in paraplanning or advice support and who is ready to take the next step towards becoming a Financial Adviser and managing their own clients.

Role Responsibilities

• Work closely with Wealth Advisers and support staff, supporting the delivery of high‑quality financial advice to clients.
• Embark on a structured 6–12 month training and assessment programme, tailored to your current experience and development pace.
• Receive dedicated mentorship and ongoing support from a collaborative team environment.
• Have a clear pathway to becoming a Wealth Adviser.
• Support obtaining a place on the 9 week St. James’ Place Adviser Academy.
• Proactively generate new client pipeline through outreach and networking.
• Call Apollo generated prospects to discuss our service (KPI).
• Book prospect meetings and manage adviser diaries (KPI).
• Prepare client background notes ahead of meetings.
• Create presentation materials (e.g. PowerPoint slides).
• Update client records, including asset and income schedules.
• Support Advisers with research, policy information, and administrative tasks.
• Submit documentation and manage the client journey in line with best practice.
• Produce client documentation such as Suitability Assessment letters (KPI).
• Handle client queries efficiently and professionally.
• Support cash flow modelling (e.g. using Voyant).
• Gradually develop the skills to lead client meetings (Discovery, Presentation, Review).
• Shadow client meetings and take detailed, compliant notes.
• Prepare follow‑up communications and agreed action points.

Role Requirements

Essential:

• Level 4 Diploma in Regulated Financial Advice.
• Experience within Wealth Management / IFA environment.
• Exposure to client meetings with active participation.
• Strong technical understanding of financial advice.
• Ambition to progress to Chartered Financial Adviser status.
• Experience building client relationships.
• Initiative to find solutions and self-develop.

Desirable:

• Paraplanning experience.
• Experience with cash flow modelling (e.g. Voyant).

Key Attributes:

• Highly motivated, ambitious, and goal‑oriented.
• Excellent communication and interpersonal skills.
• Strong organisational and time management abilities.
• Ability to explain complex information clearly.
• High level of discretion and professionalism.
• Comfortable working independently and managing your own development.
• Strong IT skills (MS Office, Excel, CRM/back‑office systems).

Benefits

• £36,000–£40,000 basic salary depending on experience.
• Clear Adviser salary pathway with achievable milestones.
• Performance based monthly incentive.
• Comprehensive training and development programme.
• Mentoring from successful Wealth Advisers.
• Opportunity to begin to build a client bank before transitioning into an Adviser role.
• 24 days holidays, increasing each year.
• Birthday day (paid day off).
• 5% matched Employer Pension Contribution.
• Medicash health care plan.
• Death in Service policy.
• Income Protection policy.
• Regular company social events.
• This role is office based, however we offer remote working on a Friday.