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 (DipFA, DipPFS, 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
Financial Advisor employer: Clearwater Wealth Management
Join a prestigious and highly regarded SJP Partner Practice in the heart of the City of London, where your career as an Associate Director/Financial Planner can truly flourish. With a strong emphasis on professional development, a supportive and collegiate work culture, and a performance-driven approach that rewards excellence, this is an exceptional opportunity to build lasting client relationships while enjoying uncapped earnings potential. Benefit from comprehensive marketing support, streamlined administration, and mentorship from seasoned professionals, all designed to help you achieve your financial goals and career aspirations.
Contact Details:
Clearwater Wealth Management Recruitment Team
