At a Glance
- Tasks: Help clients achieve financial goals while growing your expertise in a supportive team.
- Company: Join a thriving, culture-first financial advisory team with zero staff turnover.
- Benefits: Enjoy a competitive salary, generous holiday, and comprehensive support for your career growth.
- Other info: Experience a collaborative culture with regular team events and mentoring.
- Why this job: Be part of a dynamic team with exceptional leadership and real opportunities for progression.
- Qualifications: Must be nearing completion of Level 4 Diploma or already qualified in financial services.
The predicted salary is between 40000 - 40000 £ 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
- Junior Financial Advisers
- Nearing completion of the Level 4 Diploma or Level 4 Diploma qualified (Dip FA, Dip PFS, CISI IAD, or equivalent)
- Currently working in financial services
- Ready to move into an adviser role
Package
- £40,000 basic salary (Junior Adviser)
- 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:
- Adviser shadowing and role-play training
- Voyant and planning systems training
- Weekly 1:1 coaching
- Daily team training
- CPD support
- Dedicated operational and client service support
A clear pathway for ambitious advisers
- Qualifying Adviser Status (QAS) – Manage a £40m 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
We think you need these skills to ace Financial Advisor
Level 4 Diploma (DipFA, DipPFS, CISI IAD or equivalent)
Financial Services Knowledge
Client Relationship Management
Adviser Shadowing
Role-Play Training
Planning Systems Proficiency (e.g., Voyant)
Coaching Skills
