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.
Full job description
Description
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
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).
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
Requirements and qualifications
- 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).
Requirements & qualifications
- 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).
Tips for this job
Practical Job and Scholarship guidance. These tips do not replace official rules or create new eligibility requirements.
- Tailor the CV and application to the responsibilities and required skills stated on the official employer page.
- Use concrete evidence of relevant work, projects and measurable results rather than generic claims.
- Confirm location, work authorization, remote restrictions and sponsorship terms before applying.
- Apply through the original employer or official recruitment destination shown on this page.
Verification notes
Discovered directly from the employer’s published Personio open-positions XML feed. All public jobDescriptions sections were normalized into complete candidate-facing content. Complete structured details were extracted from the public authoritative source while preserving the original application link.
Job and Scholarship is the discovery and verification layer. Confirm eligibility, dates, salary/funding and application instructions on the original source before submitting anything.
Apollo Private Wealth Careers ↗Browse current Job and Scholarship listings from Apollo Private Wealth Careers →
