Employed Wealth Adviser

Apollo Private Wealth; City Of London; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

24 days holiday

NHS Medicash Plan

Life Assurance

Income Protection

Coaching & development

Operational support

Fully serviced offices

Job summary

Apollo Private Wealth seeks an experienced Wealth Adviser to manage a well-established client portfolio of high-net-worth individuals, families and institutions in the UK. You will deliver holistic financial planning, investment and tax strategies, retirement planning, and wealth protection, while collaborating with paraplanners and support teams to maintain exemplary client service.

The role offers a competitive salary (£40,000-£60,000) and strong professional development in a collaborative

Qualifications

• At least 5 years of experience in financial advisory and wealth management.
• A Level 6 Diploma in Financial Advice (Adv DipFA) is preferred, however a QCF Level 4 Diploma would be a minimum requirment
• A proven track record in managing and servicing a client base, with a focus on client retention and satisfaction
• A passion for providing exceptional client service and the ability to build trusted, long-term relationships.
• Strong knowledge of investment strategies, tax planning, and financial products.

Responsibilities

• Client Relationship Management: Take ownership of an existing client portfolio with personalised holistic advice.
• Investment and Wealth Management: Provide expert advice on investment strategies and retirement planning.
• Ongoing Client Reviews: Conduct regular portfolio reviews to align with evolving needs.
• Financial Planning and Advisory: Include pensions, insurance, estate planning, and tax strategies.
• Compliance and Record Keeping: Ensure recommendations are compliant and well-documented.
• Collaboration with Support Teams: Work with paraplanners, marketing and admin to ensure top service.

Skills

Client relationship management

Wealth management

Financial planning

Tax planning

Communication

Education

Level 6 Diploma in Financial Advice (Adv DipFA)

QCF Level 4 Diploma

Job description

Role Responsibilities

Your Career, Our Priority

Are you an experienced financial adviser looking to take the next step in your career?

Do you have a passion for providing exceptional service to high-net-worth individuals, families, and institutions?

At Apollo Private Wealth, we're offering you the opportunity to focus on managing and enhancing a well-established portfolio of clients, allowing you to leverage your expertise in wealth management while enjoying the support of a dynamic team.

At Apollo Private Wealth, we prioritise long-term relationships and exceptional service. If you're ready to focus on delivering personalised financial solutions to clients who already trust you, this could be the perfect next step in your career.

Key Responsibilities

As a Wealth Adviser (Financial Adviser) at Apollo Private Wealth, you will:

• Client Relationship Management: Take ownership of an existing client portfolio, ensuring high levels of service and consistent, personalised holistic advice that aligns with clients' long-term financial goals and objectives.
• Investment and Wealth Management: Provide expert advice on investment strategies, asset allocation, retirement planning, tax optimisation, and wealth protection, with a focus on tailoring solutions to each client's unique situation.
• Ongoing Client Reviews: Conduct regular portfolio reviews to ensure that clients' financial strategies remain aligned with their evolving needs, goals, and market conditions.
• Financial Planning and Advisory: Offer comprehensive financial planning, including pensions, insurance, estate planning, and tax strategies, to help clients achieve their wealth management objectives.
• Compliance and Record Keeping: Ensure all recommendations are in full compliance with industry regulations and maintain meticulous records of client interactions and advice.
• Collaboration with Support Teams: Work alongside our paraplanners, marketing, and administration teams to provide the highest level of service and ensure smooth day-to-day operations.

Role Requirements

Your Profile

We are looking for qualified and experienced Financial Advisers (Wealth Advisers) who have:

• At least 5 years of experience in financial advisory and wealth management.
• A Level 6 Diploma in Financial Advice (Adv DipFA) is preferred, however a QCF Level 4 Diploma would be a minimum requirment
• A proven track record in managing and servicing a client base, with a focus on client retention and satisfaction
• A passion for providing exceptional client service and the ability to build trusted, long-term relationships.
• Strong knowledge of investment strategies, tax planning, and financial products.
• A desire to work as part of a supportive team, with a focus on client outcomes.

Why us?

We are a leading wealth management firm and multi-family office, managing wealth for high-net-worth individuals, families, and institutions. At Apollo Private Wealth, you will be part of a forward-thinking team committed to providing exceptional outcomes for our clients. We are dedicated to your growth and success, offering a collaborative, supportive environment where you can focus on what you do best-delivering excellent financial advice and client service.

What We Offer You:

• Attractive Compensation: A competitive salary range of £40,000 - £60,000, depending on experience, with additional incentives based on your client servicing and performance.
• Comprehensive Support: Enjoy dedicated coaching and ongoing professional development from experienced leaders in the wealth management industry.
• Quality Client Portfolio: Take over a well-established client portfolio, allowing you to concentrate on delivering exceptional service and growing long-term relationships.
• Operational Support: Benefit from fully serviced offices and administrative support, so you can focus on servicing clients while we handle the logistics.
• Benefits Package: Including 24 days holiday + birthday off, NHS Medicash Plan, Life Assurance, Income Protection, and more.

Additional Benefits:

• Uncapped Earnings: Enjoy a generous fee-sharing structure with the potential for unlimited earnings based on your performance.
• Training & Development: Receive ongoing professional development to enhance your skills, and be supported by our operations, paraplanning, marketing and business development teams to ensure your success.
• Quarterly Company Social Events: Regular opportunities to connect with colleagues in a relaxed setting.
• Comprehensive Health Plan: Access to our NHS Medicash Plan for your well-being.
• Life Assurance: Peace of mind for you and your loved ones.
• Income Protection: We've got you covered in case of unexpected circumstances.