1286438 Lombard Steet, London Apollo Private Wealth Adviser Associate Wealth Adviser Role Responsibilities Are you Level 4 qualified but don't have any experience Advising clients?
Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.

Well, we now have an opportunity to join our team as an Associate Adviser. This role will support you not only to
complete your Financial Planning exams, but will give you the opportunity to work
closely with one of our experienced Advisers and "learn on the job".

Apply for this role]]> Role Requirements determination is what will see you build a successful career in Wealth Advice.

You will have a strong motivation to develop your business, natural interest, and understanding of developments
in private wealth and investment management.
We have extensive experience in developing individuals from other roles and transitioning them into business
owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

Requirements

Half Qualified or Fully Qualified with a QCF Level 4 Diploma as a minimum e.g 3 out of 6 RO exams passed
Deep desire to grow and succeed
Team player who wants to work with us to continue to build our successful Practice
Demonstrate success in a sales based role
Excellent time management
Numerical acumen and attention to detail
Prior experience in a blue-chip banking, professional services, legal or other Financial Services firm would be beneficial. However, if you don't have this, perhaps you can demonstrate previous success in another career, education or a sport?

Apply for this role]]> 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 Associate Wealth Adviser role offers the following;

£32,000-£35,000 basic salary depending on experience
Discretionary bonus scheme
Comprehensive training and development program
One to one mentoring with a successful Wealth Adviser
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

Apply for this role]]> permanent entry-level full-time 1-2 Wealth Adviser ,Associate Wealth Adviser ,trainee financial adviser,trainee adviser,financial adviser,paraplanner,trainee financial planner,financial planner account_management_non_commissioned customer_support_and_client_care 2023-10-13T10:19:59+00:00 2024803 Lombard Steet, London Apollo Private Wealth Adviser Employed Financial Adviser - Clients and leads provided Role Responsibilities Wealth Adviser – Build Your Legacy in Private Wealth
Location: London | Employed Role | £50,000–£70,000 Base + Uncapped Earnings

At Apollo Private Wealth, we're not just hiring advisers — we're building futures. Yours could be next.

Are you an experienced Financial Adviser looking to accelerate your career in a high-performance, high-support environment? This is your opportunity to do more - and earn more.

Why Join Us?

Clients Provided: We have with a large portfolio of high-net-worth clients. Following your successful probation period you will have to opportunity to obtain some of these clients to bolster your book.
Top-Tier Support: Focus on advising, not admin - with access to quality leads, full paraplanning, admin, and marketing support.
Big Earnings Potential: Competitive salary (£50k–£70k DOE) + generous discretionary pay scheme and uncapped fee-share opportunities.
Coaching & Development: Learn directly from industry leaders and receive ongoing support to help you grow and succeed

What You’ll Do

Provide high-quality, tailored financial advice to HNW individuals, families, and institutions.
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.
Work collaboratively with a talented internal team including Business Development, Paraplanning, and Admin.
Stay ahead of financial trends to ensure your clients receive the most up-to-date guidance.

]]> Role Requirements What You Bring

Minimum 3 years’ experience as a Financial Adviser/Wealth Adviser.
Level 4 Diploma (required), Level 6/Chartered status (preferred).
Experience working with high-net-worth and complex client needs.
A proven track record of delivering outstanding advice and client outcomes.
Ambition, integrity, and a desire to build something that’s yours.

]]> Why us? The Extras That Matter

24 Days Holiday + Your Birthday Off and accrued holiday with service
Ongoing Training & Development
NHS Medicash Health Plan
Life Assurance & Income Protection
Quarterly Company Socials
Office in London with Hybrid Working

Ready to Make the Move?

If you're serious about making your mark in wealth management, and want to join a firm where your success is our mission, Apollo Private Wealth is the next step in your journey.

Apply now to take ownership of your future, supported by a team that believes in your potential.
Learn more about us]]> permanent experienced full-time 2-5 wealth adviser,financial planning,entrepreneur ,wealth advisor ,financial adviser ,sales ,business development ,client service ,financial planner,chartered,level 4,CAS,level 6,cii,cisi,iad financial_reporting accounting_and_finance 2025-03-20T09:48:54+00:00 2440405 Cambridge Apollo Private Wealth PSS Experienced Financial Adviser - Cambridge Role Overview Financial Adviser – Build Your Legacy in Private Wealth
Location: Cambridge - Remote | Self Employed or Employed

At Apollo Private Wealth, we're not just hiring advisers — we're building futures. Yours could be next.

Are you an experienced Financial Adviser looking to accelerate your career in a high-performance, high-support environment? Whether you're ready to take ownership of an established HNW client book or eager to scale new heights with full support behind you, this is your opportunity to do more — and earn more.
]]> Role Responsibilities What You’ll Do

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 collaboratively with a talented internal team including Business Development, Paraplanning, and Administration.
Stay ahead of financial trends to ensure your clients receive the most up-to-date guidance

]]> Role Requirements

Level 4 in Financial Advice (required)

Level 6 in Financial Advice (preferred)

3+ years experience providing holistic financial advice including pensions, investments and protection

Skilled in building and maintaining relationships with clients

Experience delivering exceptional client service

Ability to travel independently to client meetings across the Cambridge and surrounding areas (driving essential).

]]> Why us? Why Join Us?

Client Book Provided: Hit the ground running with a portfolio of high-net-worth clients from day one.
Top-Tier Support: Focus on advising, not admin — with access to quality leads, full paraplanning, admin, and marketing support..
Coaching & Development: Learn directly from industry leaders and receive ongoing support to help you grow and succeed

]]> permanent experienced full-time 2-5 financial adviser,wealth adviser,wealth,tax planning,protection,investments,pensions financial_reporting accounting_and_finance 2025-11-26T10:15:21+00:00 40000.00 65000.00 £ GBP yearly 2593000 Lombard Steet, London Group Financial Adviser - Divorce Specialist Role Overview Financial Adviser – Build Your Legacy in Private Wealth
Location: London | Employed Role | £50,000–£70,000 Base + Uncapped Earnings

At Apollo Private Wealth, we’re not just hiring advisers, we’re building futures. Yours could be next.

Are you an experienced Financial Adviser with a passion for supporting clients through complex life transitions? This is a unique opportunity to specialise in divorce-focused financial planning, working with high-net-worth individuals navigating one of the most critical financial moments of their lives.

Whether you already have experience in this niche or are looking to build it with full support behind you, this role allows you to make a meaningful impact while building a highly valuable and differentiated client base.

]]> Role Responsibilities

Provide expert, empathetic financial advice to clients going through divorce or separation.

Support clients in financial settlements, including asset division, pension sharing, and long-term financial planning.

Work closely with solicitors and legal professionals to ensure aligned and effective client outcomes.

Help clients rebuild and restructure their financial futures post-divorce across investments, pensions, tax planning, and estate structuring.

Build strong, trust-based relationships during emotionally sensitive situations.

Proactively grow your niche through professional partnerships, referrals, and networking within the legal and HNW space.

Collaborate with internal teams including Business Development, Paraplanning, and Admin to deliver a seamless client experience.

]]> Role Requirements

Minimum 3 years’ experience as a Financial Adviser / Wealth Adviser.

Level 4 Diploma (required), Level 6 / Chartered status (preferred).

Experience advising high-net-worth clients, ideally with exposure to complex or sensitive cases.

Strong interpersonal and emotional intelligence, able to handle delicate situations with professionalism and care.

A proven track record of delivering high-quality advice and client outcomes.

Experience in specialising in divorce financial planning

Ambition, integrity, and a desire to build a respected niche within private wealth.

]]> Why us? The Extras That Matter

24 Days Holiday + Your Birthday Off and accrued holiday wit service
Ongoing Training & Development
NHS Medicash Health Plan
Life Assurance & Income Protection
Quarterly Company Socials
Office in London with Hybrid Working

Ready to Make the Move?

]]> Role Responsibilities

What you'll be doing

Preparing client files and meeting packs, including compliance documentation, illustrations, research, analytics, and DocuSign materials.
Processing new business applications, EBS submissions and advice sets accurately, and recording management information on Salesforce.
Liaising with clients, advisers, the team and third parties to progress cases through to completion.
Obtaining quotes, illustrations, and product details to support meaningful analysis and recommendations.
Processing client withdrawals and encashments in line with SJP compliance guidelines.
Maintaining accurate, up-to-date client records on Salesforce following every meeting.
Responding to incoming calls and emails relating to new business, replacements, and client enquiries.

]]> Role Requirements Essential:

Previous experience in a financial services administration role.
Familiarity with Salesforce or similar client management systems.
Strong attention to detail and excellent written communication skills.
Confident, professional telephone manner with the ability to build rapport quickly.
Competent across Microsoft Office (Outlook, Word, Excel, PowerPoint).
Calm under pressure, well-organised, and comfortable managing multiple priorities.

Desirable:

SJP experience
Knowledge of relevant financial services regulation and legislation.
Experience with Voyant, DocuSign, or SJP systems.
A proactive approach to learning and professional level

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)

]]> 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.

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.

Highly Competitive Benefits Package

This role offers the following;

£30,000-£35,000 basic salary depending on experience
24 days holidays, increasing each year
Birthday day (paid day off)
5% matched Employer Pension Contribution
Medicash health care plan
Life Assurance policy
Income Protection policy
Regular company social events
This role is office based, however we offer remote working on a Friday

]]> permanent experienced full-time 1-2 Associate Wealth Adviser ,paraplanner,administrator administrative administrative_and_clerical 2026-06-03T16:57:40+00:00 30000.00 35000.00 £ GBP yearly