Apollo Private Wealth
Experienced Financial Adviser - Cambridge
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ROLE OVERVIEW
Financial Adviser – Build Your Legacy in Private Wealth Location: Cambridge - Remote | Self Employed or Employed
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.
ROLE RESPONSIBILITIES
What You’ll Do
- 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
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ROLE REQUIREMENTS
- 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
- Ability to travel independently to client meetings across the Cambridge and surrounding areas (driving essential).
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WHY US?
Why Join Us?
- 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
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