At a Glance
- Tasks: Provide exceptional financial advice and build lasting client relationships.
- Company: Top-ranked SJP Partner Practice in the heart of London.
- Benefits: Competitive salary, performance-based earnings, and extensive support for your growth.
- Other info: Join a collaborative culture focused on client success and professional development.
- Why this job: Accelerate your career with a proven path to leadership and equity participation.
- Qualifications: 2+ years in Financial Planning and working towards Level 4 Qualification.
The predicted salary is between 80000 - 120000 £ per year.
An exceptional opportunity for an ambitious financial adviser ready to accelerate your career with a business built on excellence. Join the #1 ranked SJP Partner Practice (out of 2,900 SJP businesses) over the last 22 years, based in prestige City of London offices — a proven business with a track record of developing top-performing advisers who deliver outstanding service and outcomes for clients.
Step in as Associate Director, with a clear, results-based pathway to Director, Executive Director, and potential equity participation, including significant basic salary increases along the way.
What makes this opportunity stand out:
- Performance-based allocation of additional clients and funds under management
- A high-quality client bank of six-figure and multi–six-figure City professionals
- Holistic financial planning built around lifetime cashflow planning software, helping clients achieve their long-term goals
- Full marketing support and no prospecting required, with mentorship from a Senior Managing Partner
- A collegiate, client-focused culture with uncapped earnings and no salary validation or discretionary bonuses
- Rewards directly correlated with delivering excellent outcomes for your clients
This is a rare chance to join a business with a proven formula for developing top performers — and to build the kind of lasting client relationships and career trajectory that come from working alongside the best.
Requirements:
- 2+ years of experience in Financial Planning
- Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience
Earnings: A genuine opportunity to build real value — with the potential to earn £100k+ within 2 years, and clear scope for further financial progression beyond that.
Are you someone who:
- Is ready to take the next step in your career, with the drive, energy, and ambition to make it happen?
- Has a genuinely client-centric approach and mindset?
- Thrives on building strong, lasting professional relationships with clients, both in person and remotely?
- Is a capable self-starter, ready to make the most of the support structure around you to reach your full potential?
- Cares deeply about best practice, strong team spirit, and positive client outcomes?
How we'll support you:
- Existing client servicing opportunities across both private and corporate clients
- Specialist advice and technical support, whenever you need it
- Exceptional marketing support to help you build your profile and pipeline
- Streamlined administration, so more of your time is spent face-to-face with clients
You’ll receive all the support and training needed to build your own business, network, and client bank — including help with lead generation, sales, and marketing. Working alongside well-trained advice professionals using proven processes and the latest technology, you’ll be backed by efficient case handling that lets you focus on what matters most: real, meaningful conversations with clients.
This is a fantastic opportunity for an experienced or aspiring financial adviser ready to take the next step, in a collaborative environment built to support your growth — so you can focus on what’s important: providing genuine financial advice that helps clients meet their goals. If this sounds like your next step, we’d love to hear from you.
Associate Director/Financial Planner employer: Clearwater Wealth Management
Join a prestigious and highly regarded SJP Partner Practice in the heart of the City of London, where your career as an Associate Director/Financial Planner can truly flourish. With a strong emphasis on professional development, a supportive and collegiate work culture, and a performance-driven approach that rewards excellence, this is an exceptional opportunity to build lasting client relationships while enjoying uncapped earnings potential. Benefit from comprehensive marketing support, streamlined administration, and mentorship from seasoned professionals, all designed to help you achieve your financial goals and career aspirations.
Contact Details:
Clearwater Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director/Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clearwater Wealth Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate Director/Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clearwater Wealth Management.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clearwater Wealth Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clearwater Wealth Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clearwater Wealth Management.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clearwater Wealth Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clearwater Wealth Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
