At a Glance
- Tasks: Help clients manage their wealth and build lasting financial relationships.
- Company: Join Clearwater Wealth Management, a leading firm in the St. James's Place network.
- Benefits: Competitive salary, uncapped bonuses, marketing support, and structured training.
- Other info: Dynamic role with opportunities for both employed and self-employed paths.
- Why this job: Make a real impact in people's lives while building your own career in finance.
- Qualifications: Level 4 Diploma in Regulated Financial Planning or working towards it.
The predicted salary is between 49500 - 60500 £ per year.
Clearwater Wealth Management is the most successful and fastest growing practice in the St.
James's Place network.
We are London based and currently recruiting ambitious individuals who are looking for a career in wealth management as a Financial Adviser.
We are looking for individuals who either are Level 4 Diploma qualified, or actively working towards this with exams booked.
We offer both an employed and self-employed route to advising
Employed Financial Adviser
A salaried role with clients provided from day one.
A competitive base salary and uncapped bonus while you build a client bank of your own, and the option to buy your practice once it reaches an agreed threshold.
It suits paraplanners, adviser support, client services and banking professionals who want their own clients with a salary underneath them.
Self-employed Financial Adviser
For people who want to own the business they build.
A £40,000 start-up facility covers marketing, set-up costs and a monthly subsistence allowance while you establish yourself, and in time you buy out your book and own the business outright.
It suits entrepreneurial advisers who would rather build equity than draw a salary.
You do not need to have decided which of the two you want before you apply. Most people work that out in conversation with us.
- What sits behind both
- Marketing support generating qualified leads and appointments
- Structured training from practicing advisers, and ongoing development well past your first year
- A back-office team working alongside you on administration, paperwork, and compliance
- Support in completing the Level 4 Diploma if you are part-qualified
- A route to owning the practice you build
- Being honest about the job
This is a demanding role.
Building a client bank takes long hours, real discipline and a great deal of detail.
The detail does not disappear because there is a back-office team; you simply are not carrying it on your own.
What we can promise is that the effort goes somewhere.
Who we are looking for
- Level 4 Diploma in Regulated Financial Planning, held or actively being worked towards with exams booked.
- Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build long-term client trust.
- A high level of integrity and discretion, and a genuine commitment to regulatory compliance and ethical advice standards.
- Resilience. The first year asks a lot of you, and you keep going when a week goes badly.
- A strong work rate and the self-discipline to manage your own diary, pipeline and priorities without being chased.
- Real ambition. Uncapped earnings only mean something to someone who wants more.
- A working understanding of pensions, investments, protection and tax planning.
You do not need deep technical expertise in all of them, as the training and the technical team will develop that.
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Financial Adviser 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
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Clearwater Wealth Management for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Clearwater Wealth Management. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Clearwater Wealth Management. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Clearwater Wealth Management
✨Show Off Your Financial Savvy
When you're talking with Clearwater Wealth Management, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Clearwater Wealth Management.
