Wealth Manager
3 weeks ago
Are you an ambitious professional who is passionate about delivering great client outcomes? Do you have the following skills, experience and drive to succeed in this role Find out below. 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:
- Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?
- Someone who has a client-centric approach and mindset
- Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
- A capable self-starter who can maximise the CWM support structure behind you to achieve your aspirations and potential?
- Someone who cares deeply about best practice, strong team spirit and positive client outcomes
- Existing client servicing opportunities with both private and corporate clients
- Specialist advice and technical support
- Exceptional marketing support
- Streamlined administration allowing more face-to-face time with clients
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Associate Wealth Manager
3 weeks ago
City of London, Greater London, United Kingdom AAG Wealth Management Full timeAssociate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. 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...
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Associate Wealth Manager
2 weeks ago
City of London, Greater London, United Kingdom AAG Wealth Management Full timeAssociate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. 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...
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Wealth Manager
2 weeks ago
City of London, Greater London, United Kingdom Clearwater Wealth Management Full timeAre you an ambitious professional who is passionate about delivering great client outcomes? Do you have the following skills, experience and drive to succeed in this role Find out below. Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM...
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Trainee Associate Wealth Manager
3 weeks ago
City of London, Greater London, United Kingdom AAG Wealth Management Full timeAssociate Wealth Manager - AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. 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,...
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Trainee Associate Wealth Manager
2 weeks ago
City of London, Greater London, United Kingdom AAG Wealth Management Full timeAssociate Wealth Manager - AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. 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,...
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Wealth Manager
2 weeks ago
City of London, Greater London, United Kingdom Clearwater Wealth Management Full timeSince 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. Operating in the City of London, CWM has...
-
Wealth Manager
2 weeks ago
City of London, Greater London, United Kingdom Clearwater Wealth Management Full timeSince 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. Operating in the City of London, CWM has...
-
Associate Wealth Manager
3 weeks ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.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,...
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Associate Wealth Manager
2 months ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate 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...
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Associate Wealth Manager
1 month ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate 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...
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Associate Wealth Manager
2 months ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate 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...
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Associate Wealth Manager
1 month ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate 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...
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Associate Wealth Manager
1 day ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate 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...
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Associate Wealth Manager
1 day ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate 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...
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Associate Wealth Manager
2 days ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate 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...
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Associate Wealth Manager
2 days ago
Greater London, United Kingdom AAG Wealth Management Full timeAssociate 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...
-
Wealth Manager
3 weeks ago
Greater London, United Kingdom Clearwater Wealth Management Full timeAre you an ambitious professional who is passionate about delivering great client outcomes?Do you have the following skills, experience and drive to succeed in this role Find out below.Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has...
-
Wealth Manager
2 months ago
Greater London, United Kingdom Clearwater Wealth Management Full timeAre 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...
-
Wealth Manager
2 months ago
Greater London, United Kingdom Clearwater Wealth Management Full timeAre 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...
-
Wealth Manager
1 month ago
Greater London, United Kingdom Clearwater Wealth Management Full timeAre 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...