Wealth Manager

2 weeks ago

London, United Kingdom Clearwater Wealth Management Full time

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. 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.
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.
Someone who thrives on developing strongand lasting professional relationships with clients, both in person and remotely
# Existing client servicing opportunities with both private and corporate 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.
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.

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