Experienced Financial Adviser - Cambridge

Apollo Private Wealth; Cambridge; On-site; GBP 60,000 - 110,000; Full time

Job summary

Apollo Private Wealth in Cambridge is seeking an experienced Financial Adviser to build a legacy with a high-net-worth client book. You can choose to be self-employed or employed, with remote working options and full support behind you.

You'll own relationships across investments, pensions, tax planning and estate structuring, travel to client meetings across Cambridge and surroundings, and benefit from coaching, leads, paraplanning and admin support.

Qualifications

• 3+ years of experience providing holistic financial advice including pensions, investments and protection.
• Skilled in building and maintaining relationships with clients.
• Exceptional client service orientation.
• Willingness to travel to client meetings across Cambridge and surrounding areas.

Responsibilities

• Provide high-quality, tailored financial advice to an established book of HNW clients.
• Manage and deepen client relationships, delivering strategies across investments, pensions, tax planning, and estate structuring.
• Proactively grow your book through referrals, networking, and high-quality leads.
• Service and manage an established book of existing clients.
• Work with internal teams including Business Development, Paraplanning, and Administration.
• Stay ahead of financial trends to ensure clients receive up-to-date guidance.

Skills

HNW client relationships

Financial advice

Networking

Client service

Education

Level 4 Financial Advice

Level 6 Financial Advice (preferred)

Job description

Role Overview

Financial Adviser – Build Your Legacy in Private WealthLocation:Cambridge - Remote | Self Employed or EmployedAt Apollo Private Wealth, we're not just hiring advisers — we're building futures. Yours could be next.Are you an experienced Financial Adviser looking to accelerate your career in a high-performance, high-support environment? Whether you're ready to take ownership of an established HNW client book or eager to scale new heights with full support behind you, this is your opportunity to do more — and earn more.

Role Responsibilities

What You’ll Do

• Provide high-quality, tailored financial advice to an established book of HNW clients
• Manage and deepen client relationships, delivering strategies across investments, pensions, tax planning, and estate structuring.
• Proactively grow your book through referrals, networking, and high-quality leads.
• Service and manage an established book of existing clients..
• Work collaboratively with a talented internal team including Business Development, Paraplanning, and Administration.
• Stay ahead of financial trends to ensure your clients receive the most up-to-date guidance

Role Requirements

• Level 4 in Financial Advice (required)
• Level 6 in Financial Advice (preferred)
• 3+ years experience providing holistic financial advice including pensions, investments and protection
• Skilled in building and maintaining relationships with clients
• Experience delivering exceptional client service
• Ability to travel independently to client meetings across the Cambridge and surrounding areas (driving essential).

Why us?

Why Join Us?

• Client Book Provided: Hit the ground running with a portfolio of high-net-worth clients from day one.
• Top-Tier Support: Focus on advising, not admin — with access to quality leads, full paraplanning, admin, and marketing support..
• Coaching & Development: Learn directly from industry leaders and receive ongoing support to help you grow and succeed