Financial Advice Manager

1 day ago

City of London, United Kingdom Apollo Private Wealth Full time
Role Requirements

To thrive in this role, you'll bring a rare combination of leadership, planning acumen, and client empathy:

  • Qualifications
    • Level 6 qualified (Chartered status) - preferred
    • Investment Advice Diploma (IAD), Level 4 Diploma or equivalent - essential
  • Experience
    • 8+ years in financial advice, wealth management, or investment planning
    • Proven day to day management and leadership of advisers, with coaching and mentoring success
    • Demonstrated ability to drive revenue while maintaining advice quality
  • Skills & Behaviours
    • Deep understanding of HNW client needs, wealth strategies, and market trends
    • Clear communicator, calm under pressure, values-driven
    • Comfortable working cross-functionally with leadership, marketing, ops and compliance
    • Digitally fluent with CRM and planning tools
Why us?

At Apollo Private Wealth, we're building a modern, multi-family office – rooted in long-term relationships, not quick wins. We serve high-earning and high-net-worth families, professionals, and business owners across the UK.
What sets us apart?

  • A relentless focus on doing what's right for the client
  • A shared ambition to grow a business that lasts
  • A culture that values substance over show, and results over routine
Compensation & Culture;
  • Salary up to £90,000 DOE
  • Discretionary variable pay scheme
  • Medicash Health Plan
  • Life Assurance policy
  • Income Protection
  • 24 days holiday - increasing with service
  • Additional leave for your Birthday/celebration
  • Monthly team brunches and lunches
  • Quarterly team social events
  • Hybrid working model 
Apply for this jobRole OverviewRole Responsibilities

We are looking for a dynamic and experienced Financial Advice Manager to lead a team of up to 10 Wealth Advisers. In this pivotal role, you will be responsible for driving performance, fostering professional development, and ensuring exceptional client service.


Key Responsibilities:
  • Champion the Client Experience
    Ensure all advice delivered is insightful, compliant, and aligned with client values, life stages, and ambitions.
  • Develop and Coach a High-Performance Adviser Team
    Lead, support and stretch a growing team of employed advisers – instilling a culture of performance, accountability, and continuous development.
  • Drive Commercial Advice Outcomes
    Equip advisers with the confidence and tools to uncover opportunities, cross-sell appropriately, and deepen client relationships.
  • Set Standards & Elevate Quality
    Own the delivery of internal best practices for client review frameworks, onboarding journeys, advice processes, and follow-up protocols.
  • Collaborate with Marketing and Operations
    Align adviser efforts with marketing-generated leads, communications, and campaigns. Ensure systems and CRM workflows enable excellence at scale.

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