At a Glance
- Tasks: Join a high-performing team and provide expert financial advice to clients.
- Company: CWM, a culture-first financial advisory firm with a supportive environment.
- Benefits: Competitive salary, generous holiday, pension, life cover, and income protection.
- Other info: Enjoy regular team events and a clear pathway for career progression.
- Why this job: Be part of a thriving team with exceptional growth and leadership opportunities.
- Qualifications: Minimum 18 months advising experience required.
The predicted salary is between 50000 - 50000 £ per year.
Build Your Career with a High-Performing, Culture-First Advice Team
The CWM Employed Adviser Team was established in September 2024 and has quickly grown into a thriving team of 15 advisers with zero staff turnover.
Led by Peter Winstanley, one of CWM's owners and most successful advisers, we offer an outstanding environment for ambitious financial professionals looking to develop and succeed.
Who We're Looking For
Experienced Financial Adviser
- Minimum 18 months advising experience
- Salary negotiable based on experience
Package
- From £50,000 basic salary – negotiable
- 50% IAF on all new business written – paid monthly
- Annual salary reviews linked to FUM growth & management
- 25 days holiday
- Company pension
- Life cover
- Income protection
- Full-time City office location
- Development & Support
- Every adviser receives structured onboarding and ongoing support, including:
- Full back office and systems training from our T&D Team
- Bi-weekly 1:1s with the Team Leader
- Bi-Weekly 1:1s with the Operations Manager
- 4 team training sessions per week
- CPD sessions
- Dedicated PSS support once the level of client base requires this
A clear pathway for ambitious advisers
- Qualifying Adviser Status (QAS) – Manage a £50m FUM portfolio.
- Marketing & New Business Support – CWM funds booked first meetings to accelerate growth.
- Leadership Opportunities – Progress into Team Leader roles as the team expands.
Why Join CWM?
- Collaborative and supportive culture
- Regular team events and social activities
- Exceptional leadership and mentoring
- Significant growth plans and opportunities for progression
- #J-18808-Ljbffr
Contact Details:
Clearwater Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser (Employed)
✨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 Financial Adviser (Employed)
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.
