Associate Director/Financial Planner

Clearwater Wealth Management; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Clearwater Wealth Management in London seeks an ambitious Financial Adviser for an Associate Partner role. You will join a high-performing practice with a pathway to Director and equity participation, supported by marketing, mentorship, and a proven track record of client outcomes.

The role offers uncapped earnings, a solid client bank, and a collaborative environment designed to grow your career and client relationships over time.

Qualifications

• 2+ years of experience in Financial Planning.
• Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience.

Responsibilities

• Deliver holistic financial planning and client outcomes.
• Develop and manage a high-quality client bank and relationships.
• Provide exceptional service and mentorship under a Senior Managing Partner.

Skills

Financial planning

Client relationships

Business development

Education

Level 4 Qualification in Financial Advice

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.

If this sounds like your next step, we'd love to hear from you.