Apollo Private Wealth logo
Posted 10mo agoCambridge

Experienced Financial Adviser - Cambridge

MiddleOn-site (Cambridge)Salary undisclosed
Required Skills
Next.js
Job 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 Fina

Similar Openings in Other

View all in category