Financial Adviser – Personal Injury & Compensation

Apollo Private Wealth; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A client-focused wealth advisory firm is seeking an experienced Specialist Financial Adviser to provide expert financial planning for clients who have received compensation from personal injury or medical negligence claims. This role requires creating bespoke financial strategies, developing tailored plans, and ensuring compliance with client goals. The ideal candidate has a Level 4 Diploma in Regulated Financial Planning and experience in liaising with vulnerable clients. You'll contribute to lasting financial security and independence for those navigating life post-injury.

Qualifications

• Proven background as a Financial Adviser or Wealth Planner.
• Strong technical understanding of protection and trust-based solutions.
• Experience with personal injury and medical negligence clients.

Responsibilities

• Create bespoke financial strategies protecting and growing compensation awards.
• Develop tailored financial plans covering investments and cashflow modelling.
• Ensure all advice is compliant and aligned with clients’ goals.

Skills

Empathy for vulnerable clients

Interpersonal communication skills

Technical understanding of investment solutions

Experience liaising with solicitors

Education

Level 4 Diploma in Regulated Financial Planning

Level 6 / Chartered Financial Planner status

Job description

Role Overview

We are looking for an experienced and empathetic Specialist Financial Adviser to join our growing team at Apollo Private Wealth. In this niche role, you will provide expert financial planning and wealth management services to clients who have received compensation through personal injury or medical negligence claims. You’ll guide them in transforming complex settlements into long-term financial security and independence.

Role Responsibilities

• Work closely with clients, and where relevant, their deputies, trustees, or solicitors, to create bespoke financial strategies that protect and grow compensation awards.
• Develop tailored financial plans covering investments, trusts, pensions, protection, and cashflow modelling.
• Ensure all advice is compliant, transparent, and aligned with each client’s goals and life circumstances.
• Provide proactive support, regular reviews, and consistent communication to build trusted, long-term relationships.
• Collaborate with paraplanners, operations, and compliance teams to deliver a smooth and efficient client experience.
• Stay informed of legislative, tax, and FCA changes affecting settlement planning.

Role Requirements

• Level 4 Diploma in Regulated Financial Planning (essential)
• Level 6 / Chartered Financial Planner status (desirable)
• Proven background as a Financial Adviser or Wealth Planner, ideally within personal injury, medical negligence, or court of protection work
• Strong technical understanding of investment, protection, and trust-based solutions for complex settlements
• Experience liaising with solicitors, trustees, and deputies
• Exceptional interpersonal and communication skills with empathy for vulnerable clients
• Deep understanding of wealth, investment, and estate planning strategies

Why us?

At Apollo Private Wealth, we’re building a modern, client-first wealth advisory firm that blends empathy with excellence. We help high-net-worth clients, professionals, and families achieve lasting financial security — and in this role, you’ll make a tangible difference to people navigating life after injury.

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.