Clearwater Wealth Management is seeking a motivated Protection Adviser to join our Employed Adviser Team (EAT). You will advise on life insurance, critical illness, income protection and business protection, conducting fact-finds and needs analyses to deliver tailored protection solutions for clients.
You will work closely with Financial Advisers, manage cases through to completion, and ensure all documentation meets FCA and compliance standards while building long-term relationships with
Protection Advisor: Life & Income Protection Specialist 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