Experienced Financial Adviser

Experienced Financial Adviser - Cambridge

Location: Cambridge - Remote | Self Employed or Employed

Role Overview

At Apollo Private Wealth, we're not just hiring advisers we're building futures. Yours could be next. Are you an experienced Financial Adviser looking to accelerate your career in a high-performance, high-support environment? Whether you're ready to take ownership of an established HNW client book or eager to scale new heights with full support behind you, this is your opportunity to do more and earn more.

• Provide high-quality, tailored financial advice to an established book of HNW clients
• Manage and deepen client relationships, delivering strategies across investments, pensions, tax planning, and estate structuring.
• Proactively grow your book through referrals, networking, and high-quality leads.
• Service and manage an established book of existing clients.
• Work collaboratively with a talented internal team including Business Development, Paraplanning, and Administration.
• Stay ahead of financial trends to ensure your clients receive the most up-to-date guidance.

• Level 4 in Financial Advice (required)
• Level 6 in Financial Advice (preferred)
• 3+ years experience providing holistic financial advice including pensions, investments and protection
• Skilled in building and maintaining relationships with clients
• Experience delivering exceptional client service.

• Client Book Provided:
  Hit the ground running with a portfolio of high-net-worth clients from day one.
• Top-Tier Support:
  Focus on advising, not admin with access to quality leads, full paraplanning, admin, and marketing support.
• Coaching & Development:
  Learn directly from industry leaders and receive ongoing support to help you grow and succeed.

About us:

We’re part of Apollo Group, a fast-growing collective of specialist financial advice, business services, and client experience teams. We’re backed by one of the UK’s largest wealth networks through St. James Place, but we move at the pace of a startup and operate with the care of a family office.