Experienced Financial Adviser - Cambridge

Company : Apollo Private Wealth

Job Type : Full Time

United Kingdom

Number of Applicants

000+

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Job Description - Experienced Financial Adviser - Cambridge

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 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?

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 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.

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