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Your mission
We are looking for a
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 .
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
To thrive in this role, youll 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 day to day management and 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, were 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 whats right for the client
* A shared ambition to grow a business that lasts
* A culture that values substance over show, and results over routine
Compensation & Culture;
* Salary up to £90,000 DOE
* 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
Apply for this job About us
Were part of Apollo Group a fast-growing collective of specialist financial advice, business services, and client experience teams. Were backed by one of the UKs largest wealth networks through St. Jamess Place, but we move at the pace of a startup and operate with the care of a family office.
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Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Management
* Industries
Strategic Management Services
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