Experienced Financial Professional
3 weeks ago
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
- 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
- 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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