Employed Wealth Adviser

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

Benefits offered by this job

Competitive salary (£40k-£60k)

Coaching & development

Established client portfolio

Office & admin support

Benefits package: 24 days holiday +生日假

NHS Medicash Plan

Life Assurance

Income Protection

Job summary

Apollo Private Wealth is seeking an experienced financial adviser to manage an established client portfolio, providing holistic wealth management and tailored financial solutions. You will collaborate with a skilled team, delivering high-quality service and strategic advice across pensions, insurance, estate planning, and tax planning.

The role emphasizes strong client relationships, ongoing reviews, and adherence to regulatory standards, with comprehensive support, coaching, and a competitive

Qualifications

• At least 5 years of experience in financial advisory and wealth management.
• A Level 6 Diploma in Financial Advice (Adv DipFA) preferred; QCF Level 4 Diploma minimum.
• Proven track record in managing and servicing a client base, with focus on retention and satisfaction.
• Passion for delivering exceptional client service and building long-term relationships.
• Strong knowledge of investment strategies, tax planning, and financial products.
• Desire to work in a supportive team with focus on client outcomes.

Responsibilities

• Client Relationship Management: take ownership of an existing client portfolio with high-service levels and personalised holistic advice.
• Investment and Wealth Management: provide expert advice on investments, asset allocation, retirement planning, tax optimisation, and wealth protection.
• Ongoing Client Reviews: conduct regular portfolio reviews to align with evolving needs and market conditions.
• Financial Planning and Advisory: offer comprehensive financial planning including pensions, insurance, estate planning, and tax strategies.
• Compliance and Record Keeping: ensure recommendations comply with regulations and maintain thorough records.
• Collaboration with Support Teams: work with paraplanners, marketing and administration teams to ensure smooth operations.

Skills

Client relationship

Wealth management

Portfolio reviews

Financial planning

Compliance

Team collaboration

Education

Advanced Diploma in Financial Advice (Adv DipFA)

QCF Level 4 Diploma

Job description

Your Career, Our Priority

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

Role Responsibilities

Your Career, Our Priority

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

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

• 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

• 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.

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.