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Experienced Financial Advisor
2 months ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at Apollo Private Wealth. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Provide ongoing financial guidance and support to clients, ensuring they remain on track to achieve their financial objectives.
- Build and maintain strong relationships with clients, understanding their financial situations and providing expert advice to help them make informed decisions.
- Collaborate with other members of the wealth management team to ensure seamless delivery of services to clients.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
- Qualified with a QCF Level 4 Diploma with a minimum of 5 years experience in financial services.
- 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 high net worth clients.
- A deep desire to grow and succeed in a dynamic and fast-paced environment.
- Team player who wants to work with us to continue to build our successful Practice.
- Highly competitive basic salary of £30,000-£60,000 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 2-3 days per week.
