Wealth Advisory Manager

Apollo Private Wealth; London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading company in financial services is seeking a dynamic Wealth Advisory Manager to lead a team of Wealth Advisers in London. In this pivotal role, you will drive performance and enhance client service while mentoring a skilled team. If you are passionate about financial advice and team leadership, this is a unique opportunity to make a significant impact in wealth management.

Benefits

Competitive salary

Discretionary variable pay scheme

Medicash Health Plan

Life Assurance policy

Income Protection

24 days holiday - increasing with service

Additional leave for your Birthday/celebration

Monthly team brunches and lunches

Quarterly team social events

Qualifications

• Minimum 5+ years in wealth management or investment advisory roles.
• Experience in leading teams and driving performance.
• Strong ability to cultivate relationships with high-net-worth clients.

Responsibilities

• Oversee day-to-day performance of the wealth advisory team.
• Provide coaching and mentoring to enhance adviser development.
• Collaborate with leadership to implement performance strategies.

Skills

Leadership

Client Relationship Management

Strategic Thinking

Performance Management

Education

Investment Advice Diploma (IAD)

Chartered status

Tools

Wealth Management Software

CRM Systems

Job description

Join to apply for the Wealth Advisory Manager role at Apollo Private Wealth

1 week ago Be among the first 25 applicants

Join to apply for the Wealth Advisory Manager role at Apollo Private Wealth

Your mission

We are looking for a

Your mission

We are looking for a dynamic and experienced Wealth Advisory Team Manager to lead a team of up to 10 Wealth Advisers. In this pivotal role, you will be responsible for driving performance, fostering professional development, and ensuring exceptional client service.

Key Responsibilities

• Oversee the day-to-day performance management of the wealth advisory team.
• Provide coaching, mentoring, and training to enhance adviser development.
• Set and monitor KPIs and targets, ensuring continuous improvement.
• Support advisers in delivering high-quality financial solutions to clients.
• Collaborate with senior leadership to implement best practices and strategies to enhance performance
  
  

Your profile

To be successful in your application you will need;

• Industry Certifications – Preferred qualifications include:
• Investment Advice Diploma (IAD)
• Chartered status would be advantageous
• Industry experience - Minimum 5+ years in wealth management, financial planning, or investment advisory roles.
• Leadership and Performance Management – Demonstrate success in leading teams, coaching advisers, and driving results.
• Client Relationship Management – Strong ability to cultivate relationships with high-net-worth clients and strategic partners.
  

Preferred Skills & Knowledge

• Strategic Thinking & Business Development – Capacity to develop growth strategies and implement best practices for adviser success.
• Regulatory Knowledge – Solid understanding of financial laws, compliance, and ethical standards within wealth advisory in the UK.
• Tech & Digital Fluency – Familiarity with wealth management software, CRM systems, and financial modeling tools.
  
  

Why us?

We are passionate about building long lasting relationships with our clients and their families in order to provide quality financial advice. With a focus on service, we go above and beyond for our clients to ensure that we plan for their future.

Compensation & Culture;

• Competitive salary
• Discretionary variable pay scheme
• Medicash Health Plan
• Life Assurance policy
• Income Protection
• 24 days holiday - increasing with service
• Additional leave for your Birthday/celebration
• Monthly team brunches and lunches
• Quarterly team social events
• Hybrid working model
  
  

About Us

We believe our people are our greatest asset and we will be judged by the quality of people we recruit and retain.

We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed.

If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at Apollo Private Wealth may be for you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst and Management

Referrals increase your chances of interviewing at Apollo Private Wealth by 2x

Sign in to set job alerts for “Advisory Manager” roles.

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 3 days ago

Manager, Finance and Strategy - Global Affairs

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 day ago

Leading M&A Advisory Manager – TMT – London

Junior Vice President / Senior Associate - Strategic Advisory (UK Coverage)

Assistant Manager - Strategy & Performance Transformation - Energy and Natural Resources

Compliance Advisory Manager (Insurance) *FTC Until 31st April 2026

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

Deal Advisory - Assistant Tax Manager - London

Greater London, England, United Kingdom 1 week ago

Greater London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 1 day ago

Senior Compliance Manager – Transformation

London, England, United Kingdom 2 weeks ago

Implementation Project Manager (Wealth / Investments platform)

London, England, United Kingdom 2 days ago

London, England, United Kingdom 1 day ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 days ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 days ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 days ago

London, England, United Kingdom 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.