Wealth Adviser Associate

1 week ago

London, Greater London, United Kingdom Apollo Private Wealth Full time
Your Career Path

Apollo Private Wealth is committed to enabling you to excel in your career and 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.

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?
Benefits

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

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