Aspiring Wealth Adviser: Learn & Build Your Client Bank

Apollo Private Wealth; Greater London; Hybrid; GBP 32,000 - 35,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive training and development

One to one mentoring

Build client bank

24 days holidays

Birthday day off

5% Employer Pension Contribution

Medicash health care

Death in Service policy

Income Protection policy

Regular company social events

Remote working on Friday

Job summary

Apollo Private Wealth, a London-based wealth management firm and multi-family office, is seeking an Associate Wealth Adviser who is Level 4 qualified or near completion. You will work closely with an experienced Adviser to complete your Financial Planning exams and learn on the job while building client relationships.

The role offers comprehensive training, coaching, and the opportunity to start a client bank as you progress toward an Adviser position, with a competitive salary and benefits

Qualifications

• Half qualified or fully qualified with a QCF Level 4 Diploma as a minimum e.g 3 out of 6 RO exams passed.
• Strong motivation to develop business.
• Team player who wants to work with us to continue to build our successful Practice.
• Demonstrate success in a sales based role.
• Excellent time management.
• Numerical acumen and attention to detail.
• Prior experience in a blue-chip banking, professional services, legal or other Financial Services firm would be beneficial.

Responsibilities

• Support the advisory department and complete Financial Planning exams on the job.
• Work closely with an experienced Adviser to learn on the job and develop client relationships.
• Assist in building a client bank as you progress toward becoming an Adviser.

Skills

Level 4 Diploma

Sales experience

Time management

Numerical acumen

Entrepreneurial spirit

Team player

Education

QCF Level 4 Diploma

Job description

Apollo Private Wealth, a London-based wealth management firm and multi-family office, is seeking an Associate Wealth Adviser who is Level 4 qualified or near completion. You will work closely with an experienced Adviser to complete your Financial Planning exams and learn on the job while building client relationships.

The role offers comprehensive training, coaching, and the opportunity to start a client bank as you progress toward an Adviser position, with a competitive salary and benefits