Trainee Wealth Adviser

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{
  "id": "2602872",
  "name": "Trainee Wealth Adviser",
  "office": "Lombard Steet, London",
  "keywords": [],
  "schedule": "full-time",
  "createdAt": "2026-04-15T16:29:46+00:00",
  "seniority": "experienced",
  "department": "Apollo Private Wealth",
  "occupation": "financial_reporting",
  "subcompany": null,
  "employmentType": "permanent",
  "jobDescriptions": [
    {
      "name": "Role Overview",
      "value": "Are you an ambitious individual looking to build a long-term career in wealth management?<br><br>At Apollo Private Wealth, we are offering an exciting opportunity for a Trainee Wealth Adviser to join our high-performing team and develop into a successful Wealth Adviser.<br><br>This role is ideal for someone with experience in paraplanning or advice support and who is ready to take the next step towards becoming a Financial Adviser and managing their own clients."
    },
    {
      "name": "Role Responsibilities",
      "value": "As a Trainee Adviser, you will work closely with Wealth Advisers and support staff, supporting the delivery of high-quality financial advice to clients. You’ll embark on a structured 6–12 month training and assessment programme, tailored to your current experience and development pace.<br><br>You will receive:<br><ul><li>Dedicated mentorship</li><li>Ongoing support from a collaborative team environment</li><li>A clear pathway to becoming a Wealth Adviser </li><li>Support obtaining a place on the 9 week St James' Place Adviser Academy</li><li>Pipeline created forms the foundation of your future client bank, with value returned through meetings, clients, and cross/up-sell opportunities once you become an Adviser</li></ul>Key Responsibilities<ul><li>Proactively generate new client pipeline through outreach and networking</li><li>Call Apollo generated prospects to discuss our service (KPI)</li><li>Book prospect meetings and manage adviser diaries (KPI)</li><li>Prepare client background notes ahead of meetings</li><li>Create presentation materials (e.g. PowerPoint slides)</li><li>Update client records, including asset and income schedules</li><li>Support Advisers with research, policy information, and administrative tasks</li><li>Submit documentation and manage the client journey in line with best practice</li><li>Produce client documentation such as Suitability Assessment letters (KPI)</li><li>Handle client queries efficiently and professionally</li><li>Support cash flow modelling (e.g. using Voyant)</li><li>Gradually develop the skills to lead client meetings (Discovery, Presentation, Review)</li><li>Shadow client meetings and take detailed, compliant notes</li><li>Prepare follow-up communications and agreed action points</li></ul><p><br></p><a href=\"https://apollo-private-wealth.jobs.personio.com/job/1286438#apply\">Apply for this role</a>"
    },
    {
      "name": "Role Requirements",
      "value": "Knowledge, Skills & Experience<br>Essential:<ul><li>Level 4 Diploma in Regulated Financial Advice </li><li>Experience within Wealth Management / IFA environment</li><li>Exposure to client meetings with active participation</li><li>Strong technical understanding of financial advice</li><li>Ambition to progress to Chartered Financial Adviser status</li><li>Experience building client relationships</li><li>Initiative to find solutions and self develop</li></ul>Desirable:<ul><li>Paraplanning experience</li><li>Experience with cash flow modelling (e.g. Voyant)</li></ul>Key Attributes:<br><ul><li>Highly motivated, ambitious, and goal-oriented</li><li>Excellent communication and interpersonal skills</li><li>Strong organisational and time management abilities</li><li>Ability to explain complex information clearly</li><li>High level of discretion and professionalism</li><li>Comfortable working independently and managing your own development</li><li>Strong IT skills (MS Office, Excel, CRM/back-office systems)</li></ul><a href=\"https://apollo-private-wealth.jobs.personio.com/job/1286438#apply\">Apply for this role</a>"
    },
    {
      "name": "Why us?",
      "value": "<strong>Apollo Private Wealth is committed to enabling you to do your best work, and to feel comfortable<br>bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of <br>our people fosters innovative thinking, enables us to better serve our clients, and creates a positive <br>environment in which our colleagues feel empowered. <br>Our promise is to build an inclusive culture and service, and to put our people first.</strong><br><br>We believe in the spirit of ownership because our people take results personally and want to build something <br>great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return, <br>we offer opportunities for the development and wealth creation for our people.<br><br>If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at<br>Apollo Private Wealth may be for you.<br><br>Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing <br>wealth for private clients, families, and institutions. We offer a highly personal service of a partner-owned <br>boutique to deliver exceptional client outcomes. <br><br>You can find out more about the service that we offer our clients here - <a href=\"https://www.apolloprivatewealth.co.uk/what-we-do\">https://www.apolloprivatewealth.co.uk/what-we-do</a>.<br><br><strong>Highly Competitive Benefits Package</strong><br><br>The Trainee Adviser role offers the following;<ul><li>£36,000-£40,000 basic salary depending on experience</li><li>clear Adviser salary pathway with achievable milestones</li><li>Performance based monthly incentive </li><li>Comprehensive training and development program</li><li>Mentoring from successful Wealth Advisers</li><li>Opportunity to begin to build a client bank before transitioning into an Adviser role</li><li>24 days holidays, increasing each year</li><li>Birthday day (paid day off)</li><li>5% matched Employer Pension Contribution</li><li>Medicash health care plan</li><li>Death in Service policy</li><li>Income Protection policy</li><li>Regular company social events</li><li>This role is office based, however we offer remote working on a Friday</li></ul><a href=\"https://apollo-private-wealth.jobs.personio.com/job/1286438#apply\">Apply for this role</a>"
    }
  ],
  "occupationCategory": "accounting_and_finance",
  "recruitingCategory": "Adviser"
}