YOUR PROFILE

We are looking for individuals with the drive, ambition and entrepreneurial spirit it takes to become a successful Wealth Adviser. We can offer lots of guidance and support but ultimately your grit and
determination is what will see you build a successful career in Wealth Advice.
You will have a strong motivation to develop your business, natural interest, and understanding of developments
in private wealth and investment management.
We have extensive experience in developing individuals from other roles and transitioning them into business
owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.
In our experience, 2 years in this role will fully prepare you to become an Appointed Wealth Adviser.

Requirements

• Half Qualified or Fully Qualified with a QCF Level 4 Diploma as a minimum e.g 3 out of 6 RO exams passed
• Deep desire to grow and succeed
• Team player who wants to work with us to continue to build our successful Practice
• Demonstrate success in a sales based role
• Excellent time management
• Numerical acumen and attention to detail
• Prior experience in a blue-chip banking, professional services, legal or other Financial Services firm would be beneficial. However, if you don’t have this, perhaps you can demonstrate previous success in another career, education or a sport?

Apply for this role

ABOUT US

We’re part of Apollo Group – a fast-growing collective of specialist financial advice, business services, and client experience teams. We’re backed by one of the UK’s largest wealth networks through St. James’s Place, but we move at the pace of a startup and operate with the care of a family office.

• £32,000-£35,000 basic salary depending on experience
• Discretionary bonus scheme
• Comprehensive training and development program
• One to one mentoring with a successful Wealth Adviser
• 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 Frida