Employed Financial Adviser - Clients and leads provided

Apollo Private Wealth

ROLE RESPONSIBILITIES Are you Level 4 qualified but don't have any experience Advising clients? Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet. Well, we now have an opportunity to join our team as an Associate Adviser. This role will support you not only to  complete your Financial Planning exams, but will give you the opportunity to work  closely with one of our experienced Advisers and "learn on the job".  Apply for this role ROLE REQUIREMENTS We are looking for individuals with the drive, ambition and entrepreneurial spirit it takes to support the advisory department. We can offer lots of guidance and support but ultimately your grit and  determination is what will see you build a successful career in Wealth Advice. You will have a strong motivation to develop your business, natural interest, and understanding of developments  in private wealth and investment management. We have extensive experience in developing individuals from other roles and transitioning them into business  owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry. Requirements * Half Qualified  or Fully Qualified with a QCF Level 4 Diploma as a minimum e.g 3 out of 6 RO exams passed * Deep desire to grow and succeed * Team player who wants to work with us to continue to build our successful Practice * Demonstrate success in a sales based role * Excellent time management * Numerical acumen and attention to detail * Prior experience in a blue-chip banking, professional services, legal or other Financial Services firm would   be beneficial. However, if you don't have this, perhaps you can demonstrate previous success in another     career, education or a sport? Apply for this role WHY US? Apollo Private Wealth is committed to enabling you to do your best work, and to feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of  our people fosters innovative thinking, enables us to better serve our clients, and creates a positive  environment in which our colleagues feel empowered.  Our promise is to build an inclusive culture and service, and to put our people first. We believe in the spirit of ownership because our people take results personally and want to build something  great together. We value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return,  we offer opportunities for the development and wealth creation for our people. If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at Apollo Private Wealth may be for you. Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing  wealth for private clients, families, and institutions. We offer a highly personal service of a partner-owned  boutique to deliver exceptional client outcomes.  You can find out more about the service that we offer our clients here - https://www.apolloprivatewealth.co.uk/what-we-do. BENEFITS Highly Competitive Package The Associate Wealth Adviser role offers the following; * £32,000-£35,000 basic salary depending on experience * Discretionary bonus scheme * Comprehensive training and development program * One to one mentoring with a successful Wealth Adviser * Opportunity to begin to build a client bank before transitioning into an Adviser role * 24 days holidays, increasing each year * Birthday day (paid day off) * 5% matched Employer Pension Contribution * Medicash health care plan * Death in Service policy * Income Protection policy * Regular company social events * This role is office based, however we offer remote working on a Friday Apply for this role

Apollo Private Wealth

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

SPS

Note: This is a remote position that must have a reliable commuting radius to Chicago IL area. This position offers a competitive sales commission bonus plan in addition to the base salary. Account Executive  Reports To: The Account Executive will report to the Senior Vice President of Market Development or equivalent leadership.   Position Summary The Account Executive is responsible for driving new business development and expanding SPS market presence within assigned regional territories. This role leads the full sales cycle process including prospecting, pipeline generation, relationship development, solution positioning, proposal collaboration, negotiation, and closing new business opportunities. The Account Executive partners closely with internal operational, solutions, and leadership teams to develop tailored workplace services solutions that address client business challenges and support long-term account growth. This role serves as a strategic advisor to prospective clients while positioning SPS as a trusted outsourcing and workplace solutions partner. The Account Executive is responsible for building relationships with enterprise organizations, law firms, financial institutions, and other large businesses through consultative selling, outbound prospecting, networking, and market engagement activities. Overall, this position continuously offers the highest level of service to all clients, prospects, vendors, and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service. Duties and Responsibilities: Business Development & Sales Execution * Develop and execute territory growth strategies focused on enterprise organizations and target markets. * Generate new business opportunities through outbound prospecting activities including cold calling, email outreach, networking, referrals, social selling, and market research. * Build and maintain a healthy pipeline of qualified opportunities across assigned accounts and territories. * Manage opportunities through the full sales cycle from prospecting through contract execution and onboarding transition. * Consistently achieve or exceed established sales goals and revenue targets. Client Relationship Management * Develop relationships with prospective clients and key business stakeholders. * Engage senior-level decision makers to identify workplace challenges, operational needs, and business objectives. * Position SPS workplace services solutions through a consultative and value-based sales approach. * Establish SPS as a trusted business partner within assigned territories and target accounts. * Support long-term client relationship development and account expansion opportunities. Strategic Sales & Solution Development * Collaborate cross-functionally with operations, solutions, finance, and leadership teams to develop customized client proposals and service solutions. * Identify strategic opportunities for outsourcing and workplace services solutions within client organizations. * Conduct account research and market analysis to identify growth opportunities and competitive positioning. * Support contract negotiations, pricing discussions, and commercial proposal development. * Maintain accurate forecasting, opportunity tracking, and sales activity documentation within CRM systems. Market Engagement & Territory Management * Monitor industry trends, competitive activity, and market conditions within assigned territories. * Participate in networking events, industry associations, conferences, and business development activities. * Develop territory plans and strategic account targeting initiatives. * Identify opportunities for immediate business wins and long-term account growth. Process & Reporting * Ensure all sales activities follow company policies, procedures, and best practices. * Maintain accurate and timely sales reporting, forecasting, and pipeline updates. * Contribute to continuous improvement of sales processes, tools, and client engagement strategies. * Support leadership reporting on sales performance, pipeline activity, and market opportunities. Competencies: * Strong verbal and written communication skills. * Excellent presentation and relationship management skills. * Strong negotiation and influencing abilities. * Excellent customer service and client engagement skills. * Strong analytical and problem-solving abilities. * Ability to build relationships with senior business leaders and stakeholders. * Ability to manage multiple opportunities and priorities simultaneously. * Strong organizational and time management skills. * Proficiency in Microsoft Office Suite including Excel, Word, PowerPoint, and Outlook. * Experience using CRM systems and sales tracking tools. * Ability to work independently and collaboratively within cross-functional teams. * Strong attention to detail and follow-through. * Ability to adapt in a fast-paced and evolving business environment. * Strong business acumen and consultative selling capabilities.   Qualifications and Education Requirements: * Bachelor’s degree in Business Administration, Marketing, Communications, Sales, or related field preferred. * Minimum of 5+ years of B2B sales, business development, account management, or related experience required. * Experience prospecting and generating net-new business opportunities required. * Experience conducting cold outreach, account research, networking, and pipeline development preferred. * Proven track record of achieving or exceeding sales and revenue goals. * Experience managing complex sales cycles and multiple stakeholders preferred. * Experience selling outsourcing, workplace services, professional services, technology solutions, or related business services preferred. * Strong understanding of consultative sales methodologies and enterprise sales processes. * Experience working with enterprise organizations, professional services firms, or Fortune 1000 clients preferred. * Excellent written and verbal communication skills with strong executive presence. * Ability to maintain confidentiality and exercise sound business judgment. * Experience with CRM platforms, sales software, and reporting tools preferred. * Required to maintain an overall professional appearance and attitude. * Adhere to all policies and procedures required.   Physical Demands: * Ability to sit, stand, walk, bend, kneel, and work at a computer for extended periods of time. * Manual dexterity required for operating office equipment including computers, phones, and printers. * Physically able to talk on the phone and input data simultaneously. * Ability to occasionally lift or move materials up to 25 lbs. * Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.   Disclaimer: This job description is not intended to cover or contain a comprehensive listing of duties or responsibilities required for the role. Duties and responsibilities may change at any time with or without notice. Travel: Approximately up to 20–25% Compensation:  The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. Our company uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range $80,000—$90,000 USD WHAT WE OFFER * Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities! * Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do! * We Recognize Talent: We offer a variety of recognition programs for all levels of employees! * Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. * Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.