Are you Level 4 qualified but don’t have any experience Advising clients yet?
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”. Setting you up for real success when you 
reach the point that you are ready to go it alone and Advise your own clients.

Apply for this role

We are looking for individuals with the drive, ambition and entrepreneurial spirit it takes to become a successful Wealth Adviser. We can offer lots of guidance and support but ultimately your grit and 
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.

In our experience, 2 years in this role will fully prepare you to become an Appointed Wealth Adviser.

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

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)
• Company pension scheme
• Regular company social events
• Hybrid working policy – you will be required to attend the office 4 days per week

Apply for this role

Are you an experienced Financial Adviser looking for a place where you can grow your own book.
Are you experienced in holistic financial planning?
Do you want to be part of a fast growing, ambitious firm?

We are looking for experienced Financial Advisers to join our growing practice. Our clients have high expectations and are used to receiving an exceptional level of service. We can introduce you to high quality prospects and assist you with administration and paraplanning. 
If this sparks some excitement in you and you see yourself working for a company that allows you to excel at the speed of your talent, then this role at Apollo Private Wealth may be for you.

Apply for this role

We are looking for a qualified, experienced Financial or Wealth Adviser to join our team

You will receive coaching from some of the most experienced and respected individuals in the wealth 
management industry.
This is a challenging role but if you have the grit and determination to make it happen our opportunity will reward you with fantastic earnings.

Requirements

• Qualified with a QCF Level 4 Diploma with a minimum of 5 years experience
• Level 6/Chartered status is not required but preferred
• Proven success working within holistic financial or wealth advice
• Demonstrate how you have delivered exceptional service to your clients
• Experience of working with HNW clients
• A deep desire to grow and succeed
• Team player who wants to work with us to continue to build our successful Practice

Apply for this role

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

• £30,000-£60,000 basic salary depending on experience
• Performance based incentive scheme
• Comprehensive training and development program
• 22 days holidays, increasing each year
• Birthday day (paid day off)
• Additional paid holiday off over end of year shut down
• 5% Company pension scheme
• Regular company social events
• Hybrid working policy – you will be required to work in the office 4 days per week

Apply for this role

Private Client Associates play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients.  Every advice event requires an SJP compliant advice set and PCAs (Private Client Associate) are crucial ‘quality control’ gatekeepers . They position our 
service to prospective clients and answer any initial questions, helping engage the prospect with 
Apollo.  

• To produce comprehensive, accurate and clear Suitability Reports – on a wide variety of topics       including Pensions, Investments, Retirement, Inheritance tax, and Protection 
• To assess initial fact find / case quality and feedback any shortfalls to the adviser before                commencing work on cases 
• Careful maintenance of back-office records relating to paraplanning such as updating a client’s fact find – making sure that client files meet all regulatory and company requirements 
• Keeping up to date with SJP process changes, resulting from technical, legislative and regulatory  developments 
• To liaise with third party providers; to acquire additional information where required 
• To liaise with SJP’s internal compliance department (Business Assurance) to ensure cases are      graded as Suitable first time – on all cases checked – both pre and post approval 
• To meet internal Service Level Agreements for the delivery of compliant advice in a timely             manner  
• Business development, building relationships with new clients and identifying financial planning needs on behalf of the Wealth Adviser   
• Personal development – Attaining your Level 4 qualification within 12  months and developing your Adviser skillset and experience  

Apply for this role

To be successful in this role you will need to demonstrate the following qualities;

• Ambition to become a Financial Adviser within the coming 2-3 years
• Unwavering drive and determination
• Part Qualified in Level 4 Diploma in Financial Planning 
• Some paraplanning or Business Development experience 
• Working experience within the financial advice industry 
• Excellent written and verbal communication 
• Strong attention to detail and accuracy 
• Sales skills
• Strong team player

Benefits

Highly Competitive Package

The Associate Wealth Adviser role offers the following;

• £28,000-£30,000 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)
• Company pension scheme
• Regular company social events
• Hybrid working policy – you will be required to attend the office 4 days per week

We have a clear career pathway to Financial Advice. Success in this role will lead you on to a 12         month Associate Adviser role which in turn leads to selection for the Adviser Academy. 

We have has proven success of nurturing talent in this space and developing Associates into  
Advisers.

Apply for this role

Your career is our priority.

Do you have entrepreneurial spirit?
Do you have unwavering drive and work ethic?
Do you 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 into business owners of their own wealth management 
business.
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.

Apply for this role

We are looking for qualified, experienced Financial Advisers (Wealth Advisers) with a minimum of 2 years’ 
industry experience to join our team

You will receive coaching from some of the most experienced and respected individuals in the wealth
 management industry.
This is a challenging role but if you have the grit and determination to make it happen our opportunity will reward you with fantastic earnings.

Requirements

• Qualified with a QCF Level 4 Diploma as a minimum
• Proven success in a sales based role
• Financial Services experience
• Demonstrate how you have built and maintained a client base
• Deep desire to grow and succeed
• A passion for providing exceptional client service
• Team player who wants to work with us to continue to build our successful Practice

Apply for this role

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

There is an option to be self-employed or employed contract with the option to transition to self -employed later 
on. 

The package includes the following:

• A generous uncapped fee share
• Salary of between £40,000 -£60,000 dependent on level of experience
• An advance of future fees to get you up and running (Self-Employed)
• Comprehensive training and development program on offer
• We have a Marketing and Business Development team who are sourcing quality leads so you don’t have to
• We book 10 quality meetings with HNW individuals into your diary every month
• Administration and Paraplanning support – based in Canary Wharf
• Operational costs covered including a fully serviced office in the hear of Canary Wharf
• A clear pathway to client base ownership

We ask all of our Advisers to attend in office trainings and check ins so you will need to live within a commutable distance to Canary Wharf.

Apply for this role