At a Glance
- Tasks: Support clients in achieving their financial goals while learning from experienced advisers.
- Company: Join Clearwater Wealth Management, a culture-first team focused on your growth.
- Benefits: Receive mentorship, clear development path, and ongoing coaching.
- Other info: Enjoy a collaborative environment with opportunities for personal and professional growth.
- Why this job: Kickstart your career in finance with hands-on training and support.
- Qualifications: Near completion of Level 4 Diploma or equivalent, with experience in financial services.
The predicted salary is between 50000 - 60000 £ per year.
Clearwater Wealth Management seeks a Junior Financial Adviser to join the Employed Adviser Team.
You should be nearing completion of the Level 4 Diploma or already qualified (Dip FA, Dip PFS, CISI IAD or equivalent) and currently working in financial services, ready to move into an adviser role.
You will join a culture-first team with a clear development path, onboarding support, shadowing, role-play training, and weekly coaching.
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Contact Details:
Clearwater Wealth Management Recruitment Team
We think you need these skills to ace Junior Financial Adviser: Mentorship, Growth & Clear Path
Level 4 Diploma
DipFA
DipPFS
CISI IAD
Financial Services Knowledge
Advisory Skills
Coaching and Mentoring
