Clearwater Wealth Management
Financial Advisor
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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:
- Comprehensive CWM Adviser Bootcamp
- 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
Career Progression
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location