Clearwater Wealth Management
Financial Adviser (Employed)
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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
- Established client-facing skills
- 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
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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
Career Progression
A clear pathway for ambitious advisers:
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Your very own career expert that helps elevate your application to the next level.
- 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
Apply Now
If you're ambitious, coachable, and ready to build a successful long-term career in financial advice, we'd love to hear from you.
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