When the BTS team engages with job seekers interested in careers in financial planning, we frequently discuss the various types of advice and wealth management firms available. It often surprises them to learn just how distinct each firm can be! In this article, we delve into career opportunities at Clearwater Wealth Management, a UK-based wealth advisory firm and Principal Partner Practice of St. James’s Place.
Clearwater Wealth Management is a dynamic firm dedicated to providing financial services that ensure clients have peace of mind regarding their personal financial matters. With a team of over 60 partners, they deliver quality, professionalism, and expertise across all facets of wealth management, backed by the successful St. James’s Place Group.
BTS has collaborated with the Clearwater Wealth Management team for several years, and we have had the privilege of assisting some of their current partners with their regulated exams. Our experience reveals that the Clearwater team employs a distinctive approach to their business and client relationships, emphasising the importance of building exceptionally strong, trusted, and enduring connections.
Their commitment to learning and development is equally impressive: “We understand that everyone’s personal circumstances are unique and can change, whether such changes are planned or unexpected. Our leadership team is dedicated to providing the right support when it’s needed.” – Richard Hewlett, Chief Executive.
For these reasons, we are thrilled to highlight their career opportunities on the BTS Careers Zone!
Clearwater provides career opportunities for individuals across various functions, including adviser roles, protection specialists, partner support staff or administrative positions. The recruitment of Advisers is bolstered by Clearwater’s sophisticated internal academy programme, offering both employed and self-employed positions within the practice.
Clearwater is committed to fostering individual career development and recognises that people excel in different environments; therefore, the option to pursue either employed or self-employed roles is fully supported.
The recruitment of Advisers and Partner Support Staff is managed internally by Suzy Rokenson.
Working alongside one Financial Adviser assisting them to deliver a first-class professional service level within an administrative capacity. The main liaison between the client and the Adviser, ensuring all meetings are prepared for and agreed actions are followed up in a timely professional manner. Providing a proactive and structured approach to the Adviser’s needs, ensuring the efficient smooth running of the back-office support side of the Adviser’s business.
Focusing on best client outcomes whilst diligently adhering to regulatory processes. Updating CRM systems, preparing bespoke fact-finds to assist with the automated production of suitability letters, building client financial plans and providing fund analysis.
Ideal for someone ready to advance their career, with qualities such as proactivity, energy, resilience, and ambition. A focus on building strong client relationships and delivering long-term positive outcomes. Providing a client-centric approach, where the main goal is to understand clients’ needs and provide tailored solutions that meet their expectations.
Developing lasting professional connections, both in-person and remotely, ensuring client satisfaction and ongoing support. As a self-starter, utilising the available support structure to maximise potential and achieve goals.
Following best practices and working closely with a team to maintain a positive environment and deliver efficient, effective client outcomes.
Clearwater, a prominent wealth advisory firm in the UK, aims to collaborate with clients to not only preserve but also enhance their wealth, ensuring long-term prosperity for them and their families. Clients appreciate the strategic ‘whole-of-life’ approach and the rigorous methodology applied to managing their financial matters. Consequently, Advisers limit their clientele to a select group, fostering the trust essential for truly personalised wealth management.
Clearwater Wealth Management is a Principal Partner Practice of SJP. It operates within SJP’s network of Financial Advisers, referred to as the Partnership, which ranks among the largest collectives of accredited and Chartered Advisers in the nation. While the firm owns and manages its operations, the products and services are developed and overseen by St. James’s Place. This structure is known as a restricted advice model.
What are the benefits of working under a restricted model in an SJP Partner Practice?
Being part of the St. James’s Place Partnership enables Advisers to dedicate their time to their clients and the quality of advice they provide. Restricted Advisers are relieved from the burdens of managing products, reviewing fund managers, or updating forms, as St. James’s Place takes care of these responsibilities.
Partners benefit from access to SJP’s carefully curated external investment managers who oversee their diverse range of funds, along with tax specialists, SJP product experts, and dedicated third-party support teams. Moreover, when clients invest through a partner practice with St. James’s Place, their funds join a substantial pool of over £190.2 billion from other clients that SJP manages. This collective investment empowers Advisers to negotiate fund manager fees, engage with companies regarding their ESG credentials, and communicate with policymakers about regulations impacting clients’ finances.
1 Data correct as at 31 December 2024
The BTS team are always happy to chat through your career goals and answer any questions you may have about life in a Principal Partner Practice, so, if you are…
… give us a call or drop us an email, we would be delighted to chat through your questions.
Alternatively, you can contact Clearwater Wealth Management directly using the contact details on their Featured Company profile page.
Find out more about the opportunities with Clearwater Wealth Management, check out their Featured Company Profile page.
You can also connect with Clearwater Wealth Management by editing your profile and updating your connect with featured companies preferences to start a conversation.
You can also read a recent BTS article “Unpopular Opinion? Self-employed adviser roles are not for everyone!” below to find out more about self-employed adviser roles Vs employed adviser roles.
