Job Description

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Your mission

We are looking for a

dynamic and experienced Wealth Advisory Development Manager

to lead a team of up to 10 Wealth Advisers. In this pivotal role, you will be responsible for

driving performance, fostering professional development, and ensuring exceptional client service

.

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Key Responsibilities:

Oversee the

day-to-day performance management

of the wealth advisory team. Provide

coaching, mentoring, and training

to enhance adviser development. Set and monitor

KPIs and targets

, ensuring continuous improvement. Support advisers in delivering

high-quality financial solutions

to clients. Collaborate with senior leadership to

implement best practices and strategies to enhance performance

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Your profile

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To be successful in your application you will need;

Industry Certifications

- Preferred qualifications include: + Investment Advice Diploma (

IAD

)
+ Chartered status would be advantageous

Industry experience

- Minimum

5+ years

in wealth management, financial planning, or investment advisory roles.

Leadership and Performance Management

- Demonstrate success in

leading teams, coaching advisers, and driving results

.

Client Relationship Management

- Strong ability to

cultivate relationships with high-net-worth clients and strategic partners

.
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Preferred Skills & Knowledge:

Strategic Thinking & Business Development

- Capacity to develop

growth strategies

and implement best practices for adviser success.

Regulatory Knowledge

- Solid understanding of

financial laws, compliance, and ethical standards

within wealth advisory in the UK.

Tech & Digital Fluency

- Familiarity with

wealth management software, CRM systems, and financial modeling tools

.
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Why us?

We are passionate about building long lasting relationships with our clients and their families in order to provide quality financial advice. With a focus on service, we go above and beyond for our clients to ensure that we plan for their future.

Compensation & Culture;

Competitive salary Discretionary variable pay scheme Medicash Health Plan Life Assurance policy Income Protection 24 days holiday - increasing with service Additional leave for your Birthday/celebration Monthly team brunches and lunches Quarterly team social events Hybrid working model
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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.