Clearwater Wealth Management is seeking a Protection Adviser to join our Employed Adviser Team (EAT). You will help clients protect their families, incomes and businesses with tailored protection solutions.
You will work alongside Financial Advisers, conduct fact-finds and suitability assessments, and manage cases through to completion while maintaining excellent client outcomes. This is a collaborative, client-focused role within an established planning firm.
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Protection Advisor: Grow in a Collaborative Financial Team in City of London employer: Clearwater Wealth Management
Clearwater (CWM) is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee growth and development. As a Protection Adviser within the Employed Adviser Team, you will benefit from a competitive salary, structured onboarding, and access to ongoing professional development, all while working alongside experienced advisers in a well-established financial planning firm. With a focus on client-centered advice and a genuine commitment to team success, CWM provides a rewarding environment for those looking to make a meaningful impact in their careers.
Contact Details:
Clearwater Wealth Management Recruitment Team