Senior Private Wealth Advisor: Manage Trusted Portfolios

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

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