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Experienced Financial Adviser

Remote, Cambridge·Full-time·Added 10 months ago (last checked 1 Oct)

Overview

Job details

  • Permanent contract

    Full-time.

  • Fully remote

    Per the ad.

Requirements

  • Have 3+ years of experience

    Mid-level role.

Skills

The role

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

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 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 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

About Apollo Private Wealth

Industry
Financial Services
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