Experienced Financial Professional

3 weeks ago


London, Greater London, United Kingdom Apollo Private Wealth Full time
About the Role

We are seeking an experienced Financial Adviser to join our team at Apollo Private Wealth. As a key member of our practice, you will be responsible for delivering exceptional client outcomes and contributing to our growth and success.

Key Responsibilities
  • Provide holistic financial planning services to high net worth clients
  • Develop and implement tailored financial solutions to meet client needs
  • Build and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry developments and best practices
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
What We Offer
  • Highly competitive basic salary of £40,000-£60,000 depending on experience
  • Performance-based incentive scheme
  • Comprehensive training and development program
  • 24 days holidays, increasing each year
  • Birthday day (paid day off)
  • Medicash health care plan
  • Death in Service policy
  • Income Protection policy
  • 5% matched Employer Pension Contribution
  • Regular company social events
  • This role is office based, however we offer remote working on a Friday.


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