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Apollo Private Wealth

Experienced Financial Adviser - Cambridge

CambridgeUnited Kingdom
full-time, permanent · Apollo Private Wealth
POSTED 26 NOV 2025
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Role
352 days opentrue age
Posted 26 Nov 2025
CompanyApollo Private Wealth →
4open roles
Opened · 30d
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Closed · 30d
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6d of snapshots · 30d window
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403,601open · Other
Opened · 7d
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All tracked boards · live 14 Nov · n=403,601

Role Overview

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

  • 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?

  • 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
Source · Apollo Private WealthFirst seen 4 NovOriginal ↗