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Trainee Wealth Adviser

Lombard Steet, London
Full-time
Permanent employee
36,000 - 40,000 £ per year

Role Overview

Are you an ambitious individual looking to build a long-term career in wealth management?

At Apollo Private Wealth, we are offering an exciting opportunity for a Trainee Wealth Adviser to join our high-performing team and develop into a successful Wealth Adviser.

This role is ideal for someone with experience in paraplanning or advice support and who is ready to take the next step towards becoming a Financial Adviser and managing their own clients. 

Role Responsibilities

As a Trainee Adviser, you will work closely with Wealth Advisers and support staff, supporting the delivery of high-quality financial advice to clients. You’ll embark on a structured 6–12 month training and assessment programme, tailored to your current experience and development pace.

You will receive:

  • Dedicated mentorship
  • Ongoing support from a collaborative team environment
  • A clear pathway to becoming a Wealth Adviser 
  • Support obtaining a place on the 9 week St James' Place Adviser Academy
  • Pipeline created forms the foundation of your future client bank, with value returned through meetings, clients, and cross/up-sell opportunities once you become an Adviser

Key Responsibilities

  • Proactively generate new client pipeline through outreach and networking
  • Call Apollo generated prospects to discuss our service (KPI)
  • Book prospect meetings and manage adviser diaries (KPI)
  • Prepare client background notes ahead of meetings
  • Create presentation materials (e.g. PowerPoint slides)
  • Update client records, including asset and income schedules
  • Support Advisers with research, policy information, and administrative tasks
  • Submit documentation and manage the client journey in line with best practice
  • Produce client documentation such as Suitability Assessment letters (KPI)
  • Handle client queries efficiently and professionally
  • Support cash flow modelling (e.g. using Voyant)
  • Gradually develop the skills to lead client meetings (Discovery, Presentation, Review)
  • Shadow client meetings and take detailed, compliant notes
  • Prepare follow-up communications and agreed action points
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Role Requirements

Knowledge, Skills & Experience

Essential:

  • Level 4 Diploma in Regulated Financial Advice 
  • Experience within Wealth Management / IFA environment
  • Exposure to client meetings with active participation
  • Strong technical understanding of financial advice
  • Ambition to progress to Chartered Financial Adviser status
  • Experience building client relationships
  • Initiative to find solutions and self develop

Desirable:

  • Paraplanning experience
  • Experience with cash flow modelling (e.g. Voyant)

Key Attributes:

  • Highly motivated, ambitious, and goal-oriented
  • Excellent communication and interpersonal skills
  • Strong organisational and time management abilities
  • Ability to explain complex information clearly
  • High level of discretion and professionalism
  • Comfortable working independently and managing your own development
  • Strong IT skills (MS Office, Excel, CRM/back-office systems)

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Why us?

Apollo Private Wealth is committed to enabling you to do your best work, and to feel comfortable
bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of 
our people fosters innovative thinking, enables us to better serve our clients, and creates a positive 
environment in which our colleagues feel empowered. 
Our promise is to build an inclusive culture and service, and to put our people first.

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. In return, 
we offer opportunities for the development and wealth creation for our people.

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.

Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing 
wealth for private clients, families, and institutions. We offer a highly personal service of a partner-owned 
boutique to deliver exceptional client outcomes. 
You can find out more about the service that we offer our clients here - https://www.apolloprivatewealth.co.uk/what-we-do.

Benefits

Highly Competitive Package

The Trainee Adviser role offers the following;
  • £36,000-£40,000 basic salary depending on experience
    • clear Adviser salary pathway with achievable milestones
  • Performance based monthly incentive 
  • Comprehensive training and development program
  • Mentoring from successful Wealth Advisers
  • Opportunity to begin to build a client bank before transitioning into an Adviser role
  • 24 days holidays, increasing each year
  • Birthday day (paid day off)
  • 5% matched Employer Pension Contribution
  • Medicash health care plan
  • Death in Service policy
  • Income Protection policy
  • Regular company social events
  • This role is office based, however we offer remote working on a Friday
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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.