We have other current jobs related to this field that you can find below

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    3 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    3 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    3 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

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  • Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

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    4 weeks ago

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  • Wealth Manager

    1 day ago

    London, United Kingdom AAG Wealth Management Full time €60,000

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    2 weeks ago

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  • Associate Wealth Manager

    3 months ago

    London, United Kingdom AAG Wealth Management Full time

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  • Associate Wealth Manager

    3 months ago

    London, United Kingdom AAG Wealth Management Full time

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    21 hours ago

    London Area, United Kingdom AAG Wealth Management Full time

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    3 months ago

    London, UK, UK, United Kingdom AAG Wealth Management Full time

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    1 day ago

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Wealth Manager

3 months ago

Greater London, United Kingdom Clearwater Wealth Management Full time

Are you an ambitious professional who is passionate about delivering great client outcomes?


Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. Since then, CWM has grown into an established Principal Partner Practice of St. James’s Place Wealth Management (SJP) operating in the top 1% of the FTSE 100 business. CWM are consistently SJP's largest and most successful practice, currently managing over £1bn Funds Under Management.


Operating in the City of London, CWM has further expansion plans and is looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated self-starter to join us in building quality, long-term relationships with clients.


The Opportunity


Job Title: Associate Partner

Location: London – City

Minimum Requirements: Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience

Earnings: Self-employed opportunity with the opportunity to build real value within a FTSE 100 business. Potential for earning £100k+ within 2 years, with the opportunity for further financial progression.


Are you:


  1. Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?
  2. Someone who has a client-centric approach and mindset
  3. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
  4. A capable self-starter who can maximise the CWM support structure behind you to achieve your aspirations and potential?
  5. Someone who cares deeply about best practice, strong team spirit and positive client outcomes


How CWM will support you:


We will provide bespoke support, to smooth your transition into our business:

  1. Existing client servicing opportunities with both private and corporate clients
  2. Specialist advice and technical support
  3. Exceptional marketing support
  4. Streamlined administration allowing more face-to-face time with clients


You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing help you need.

You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. CWM will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on face-to-face activity with clients, without being burdened with excessive administration.


This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.

 

If this sounds like the next step for you, please apply.