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$40k–$65k/yr
Full-time
professional certificate
Client book provided, Top-tier support, Paraplanning support, Administrative support, Marketing support, Coaching and development
Posted 64d ago
~40 hrs/week
Remote in Cambridge, England, United Kingdom
Responsibilities
Provide tailored financial advice to a portfolio of high-net-worth clients while managing and deepening existing relationships. Proactively grow the client book through networking and referrals while collaborating with internal support teams.
Requirements
Candidates must hold a Level 4 qualification in Financial Advice and possess at least 3 years of experience in holistic financial planning. A valid driver's license is essential for traveling to client meetings in the Cambridge area.
Full job description
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.
We know wealth is more than money.
It’s knowing you have the freedom and security to live your life the way you want to.
You have aspirations for yourself and your loved ones, and our wealth advisors are committed to help you reach them, through a personal financial plan that will remain exclusively yours.
Our aspirations are for you to reach yours, through financial expertise, dedication and a clear understanding of your individual goals and priorities.
We understand why your money matters.
Your wealth is our priority.
How many Management & Leadership jobs are open in Cambridge, United Kingdom right now?
There are currently 374 open management & leadership positions in Cambridge, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Cambridge, United Kingdom?
Companies currently hiring include AVEVA, Turner & Townsend, Greene King Brewery, AtkinsRéalis, Mundipharma, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Cambridge, United Kingdom?
Yes — 208 of the 374 open management & leadership positions offer remote or hybrid work (24 remote, 184 hybrid).
How do I apply for Management & Leadership jobs in Cambridge, United Kingdom?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.