Clearwater Wealth Management
Associate Director/Financial Planner
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An Exceptional Opportunity for an Ambitious Financial Adviser
Ready to accelerate your career with a business built on excellence?
Join the #1 ranked SJP Partner Practice (out of 2,900 SJP businesses) over the last 22 years, based in prestige City of London offices — a proven business with a track record of developing top-performing advisers who deliver outstanding service and outcomes for clients.
Step in as Associate Director, with a clear, results-based pathway to Director, Executive Director, and potential equity participation, including significant basic salary increases along the way.
What makes this opportunity stand out:
- Performance-based allocation of additional clients and funds under management
- A high-quality client bank of six-figure and multi–six-figure City professionals
- Holistic financial planning built around lifetime cashflow planning software, helping clients achieve their long-term goals
- Full marketing support and no prospecting required, with mentorship from a Senior Managing Partner
- A collegiate, client-focused culture with uncapped earnings and no salary validation or discretionary bonuses
- Rewards directly correlated with delivering excellent outcomes for your clients
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This is a rare chance to join a business with a proven formula for developing top performers — and to build the kind of lasting client relationships and career trajectory that come from working alongside the best.
Requirements:
2+ years of experience in Financial Planning
Associate Partner:
Job Title: Associate Partner
Location: London
Minimum Requirements:
- Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience
Earnings:
- A genuine opportunity to build real value — with the potential to earn £100k+ within 2 years, and clear scope for further financial progression beyond that.
Are you someone who:
- Is ready to take the next step in your career, with the drive, energy, and ambition to make it happen?
- Has a genuinely client-centric approach and mindset?
- Thrives on building strong, lasting professional relationships with clients, both in person and remotely?
- Is a capable self-starter, ready to make the most of the support structure around you to reach your full potential?
- Cares deeply about best practice, strong team spirit, and positive client outcomes?
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How we'll support you:
We provide bespoke support to make your transition into the business as smooth as possible:
- Existing client servicing opportunities across both private and corporate clients
- Specialist advice and technical support, whenever you need it
- Exceptional marketing support to help you build your profile and pipeline
- Streamlined administration, so more of your time is spent face-to-face with clients
You'll receive all the support and training needed to build your own business, network, and client bank — including help with lead generation, sales, and marketing. Working alongside well-trained advice professionals using proven processes and the latest technology, you'll be backed by efficient case handling that lets you focus on what matters most: real, meaningful conversations with clients.
This is a fantastic opportunity for an experienced or aspiring financial adviser ready to take the next step, in a collaborative environment built to support your growth — so you can focus on what's important: providing genuine financial advice that helps clients meet their goals.
If this sounds like your next step, we'd love to hear from you.
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