Job Description

####

Your mission

We're looking for an exceptional leader to elevate the quality, consistency, and impact of the financial advice we give our clients. As Client Advice Director, your role is to ensure that every Apollo client receives outstanding advice and service - by developing a team of high-performing, client-centric wealth advisers.

This isn't about protecting adviser egos. It's about putting clients at the centre, and shaping a team who share that mindset - one that's proactive, commercially sharp, and grounded in trust.

###

Key Responsibilities

Champion the Client Experience

Ensure all advice delivered is insightful, compliant, and aligned with client values, life stages, and ambitions.

Develop and Coach a High-Performance Adviser Team

Lead, support and stretch a growing team of employed advisers - instilling a culture of performance, accountability, and continuous development.

Drive Commercial Advice Outcomes

Equip advisers with the confidence and tools to uncover opportunities, cross-sell appropriately, and deepen client relationships.

Set Standards & Elevate Quality

Own the delivery of internal best practices for client review frameworks, onboarding journeys, advice processes, and follow-up protocols.

Collaborate with Marketing and Operations

Align adviser efforts with marketing-generated leads, communications, and campaigns. Ensure systems and CRM workflows enable excellence at scale.

####

Your profile

o thrive in this role, you'll bring a rare combination of leadership, planning acumen, and client empathy:

Qualifications

+ Level 6 qualified (Chartered status preferred)
+ Investment Advice Diploma (IAD), Level 4 Diploma or equivalent

Experience

+ 8+ years in financial advice, wealth management, or investment planning
+ Proven leadership of advisers, with coaching and mentoring success
+ Demonstrated ability to drive revenue while maintaining advice quality

Skills & Behaviours

+ Deep understanding of HNW client needs, wealth strategies, and market trends
+ Clear communicator, calm under pressure, values-driven
+ Comfortable working cross-functionally with leadership, marketing, ops and compliance
+ Digitally fluent with CRM and planning tools

####

Why us?

At

Apollo Private Wealth

, we're building a modern, multi-family office - rooted in long-term relationships, not quick wins. We serve high-earning and high-net-worth families, professionals, and business owners across the UK.

What sets us apart?



A relentless focus on doing what's right for the client A shared ambition to grow a business that lasts A culture that values substance over show, and results over routine
###

What You'll Get

Salary up to 100,000 DOE Discretionary variable pay scheme Medicash Health Plan Life Assurance + Income Protection 24 days holiday (plus your birthday and service-linked increases) Hybrid working + regular team lunches and socials
####

About us

We believe our people are our greatest asset and we will be judged by the quality of people we recruit and retain.


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.


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.