Associate Wealth Adviser

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

Role Responsibilities

Are you Level 4 qualified but don't have any experience Advising clients?

Plepto you are part way through your Level 4 but haven't quite finished all of your exams yet.

Well, we now have an opportunity to join our team as an Associate Adviser. This role will support you not only to complete your Financial Planning exams, but will give you the opportunity to work closely with one of our experienced Advisers and "learn on the job".

Role Requirements

We are looking for individuals with the drive, ambition and entrepreneurial spirit it takes to support the advisory department. We can offer lots of guidance and support but ultimately your grit and determination is what will see you build a successful career in Wealth Advice.

You will have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management.

We have extensive experience in developing individuals from other roles and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

Requirements

• Half Qualified or Fully Qualified with a QCF Level 4 Diploma as a minimum e.g 3 out of 6 RO exams passed
• Deep desire to grow and succeed
• 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. However, if you don't have this, perhaps you can demonstrate previous success in another career, education or a sport?

Why us?

Apollo Private Wealth is committed to enabling you to do your best work, and to feel comfortable

bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues feel empowered.

Our promise is to build an inclusive culture and service, and to put our people first.

We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren't afraid to be bold, resourceful, and committed. In return, we offer opportunities for the development and wealth creation for our people.

If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at Apollo Private Wealth may be for you.

Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. We offer a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.

You can find out more about the service that we offer our clients here - https://www.apolloprivatewealth.co.uk/what-we-do .

Benefits

Highly Competitive Package

The Associate Wealth Adviser role offers the following;

• £32,000-£35,000 basic salary depending on experience
• Discretionary bonus scheme
• Comprehensive training and development program
• One to one mentoring with a successful Wealth Adviser
• 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

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.