Associate Director/Financial Planner

Clearwater Wealth Management; Greater London; Hybrid; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Mentorship

Marketing support

Uncapped earnings

Job summary

Clearwater Wealth Management in London is seeking an ambitious Financial Adviser to join as Associate Partner, with a clear pathway to Director, Executive Director, and equity participation. This is a client‑facing, growth‑focused role backed by a proven practice and strong support.

You will work with a six‑figure client bank and benefit from full marketing support, mentorship from a Senior Managing Partner, and uncapped earnings with no salary validation or discretionary bonuses.

Qualifications

• 2+ years of experience in Financial Planning.
• Working towards Level 4 Qualification in Financial Advice.

Responsibilities

• Build and manage a high‑quality client bank with six‑figure assets.
• Deliver holistic financial planning and long‑term outcomes.
• Collaborate with marketing and partners to grow the book.
• Provide exemplary client service with a client‑facing focus.

Skills

Client centered

Relationship building

Self-starter

Ambition

Team spirit

Education

Level 4 Qualification in Financial Advice

Tools

Cashflow planning software

Job description

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

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?

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.