Remote Private Wealth Adviser - High-Impact with HNW Clients

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

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.