Trainee Wealth Adviser

Role Overview

Are you an ambitious individual looking to build a long-term career in wealth management? At Apollo Private Wealth, we are offering an exciting opportunity for a Trainee Wealth Adviser to join our high-performing team and develop into a successful Wealth Adviser. This role is ideal for someone with experience in paraplanning or advice support and who is ready to take the next step towards becoming a Financial Adviser and managing their own clients.

As a Trainee Adviser, you will work closely with Wealth Advisers and support staff, supporting the delivery of high-quality financial advice to clients. You’ll embark on a structured 6–12 month training and assessment programme, tailored to your current experience and development pace.

You will receive:

• Dedicated mentorship
• Ongoing support from a collaborative team environment
• A clear pathway to becoming a Wealth Adviser
• Support obtaining a place on the 9 week St James' Place Adviser Academy
• Pipeline created forms the foundation of your future client bank, with value returned through meetings, clients, and cross/up-sell opportunities once you become an Adviser

Key Responsibilities

• Proactively generate new client pipeline through outreach and networking
• Call Apollo generated prospects to discuss our service (KPI)
• Book prospect meetings and manage adviser diaries (KPI)
• Prepare client background notes ahead of meetings
• Create presentation materials (e.g. PowerPoint slides)
• Update client records, including asset and income schedules
• Support Advisers with research, policy information, and administrative tasks
• Submit documentation and manage the client journey in line with best practice
• Produce client documentation such as Suitability Assessment letters (KPI)
• Handle client queries efficiently and professionally
• Support cash flow modelling (e.g. using Voyant)
• Gradually develop the skills to lead client meetings (Discovery, Presentation, Review)
• Shadow client meetings and take detailed, compliant notes
• Prepare follow-up communications and agreed action points

Knowledge, Skills & Experience – Essential:

• Level 4 Diploma in Regulated Financial Advice
• Experience with in Wealth Management / IFA environment
• Exposure to client meetings with active participation
• Strong technical understanding of financial advice
• Ambition to progress to Chartered Financial Adviser status
• Experience building client relationships
• Initiative to find solutions and self develop

Desirable:

• Paraplanning experience
• Experience with cash flow modelling (e.g. Voyant)

Key Attributes:

• Highly motivated, ambitious, and goal-oriented
• Excellent communication and interpersonal skills
• Strong organisational and time management abilities
• Ability to explain complex information clearly
• High level of discretion and professionalism
• Comfortable working independently and managing your own development
• Strong IT skills (MS Office, Excel, CRM/back-office systems)

• £36,000-£40,000 basic salary depending on experience
• Clear Adviser salary pathway with achievable milestones
• Performance based monthly incentive
• Comprehensive training and development program
• Mentoring from successful Wealth Advisers
• 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)
• 5% matched Employer Pension Contribution
• Medicash health care plan
• Death in Service policy
• Income Protection policy
• Regular company social events
• This role is office based, however we offer remote working on a Friday