Overview

Are you an ambitious individual looking to build a long-term career in wealth management?

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. 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.

Role Responsibilities

• Proactively generate new client pipeline through outreach and networking
• Call Apollo generated prospects to discuss our service (KPI)
• Book prospect meetings and manage adviser diaries (KPI)
• Prepare client background notes ahead of meetings
• Create presentation materials (e.g. PowerPoint slides)
• Update client records, including asset and income schedules
• Support Advisers with research, policy information, and administ...