Associate Director, Financial Planning: Path to Director & Equity

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

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.