Financial Adviser

• The opportunity

• This is a self employed opportunity

  Just Wealth is part of Just Mortgages Direct Limited, one of the UK’s largest mortgage advisory companies with over 500 Mortgage and Protection Advisers nationwide.

  We are part of the Spicerhaart family. Established in 1989, Spicerhaart is one of the UK’s most innovative estate agency groups, combining the largest independent residential sales and residential lettings branch network with a rapidly growing mortgage and protection services and legal business.

  Just Wealth is the missing piece in the jigsaw and enables us to provide a full financial offering to our clients. With over 40,000 existing clients and with our Mortgage Advisers seeing hundreds of new clients every week we are looking to build the number of experienced, qualified Wealth Advisors within Just Wealth and help service the demand for financial advice.

   

  What's in it for you?

  • Up to 85% commission on advice fees 
  • Multiple lead sources from our mortgage and estate agency divisions
  • Uncapped earning potential - meet your business aspirations
  • Business network - relationship & business connections with our well established mortgage division and estate agency
  • Business development planning - dedicated support team
  • State of the art client management system
  • Bespoke marketing support - digital marketing packages, internal databases and reputation dashboards
  • Social media
  • Dedicated learning and development team - personal and professional development opportunities
  • Technical training - continuous technical support, development and industry training
  • Support packages available - to be discussed

  Your responsibilities will include

  • Provide high-quality, client-focused advice aligned with individual needs and objectives
  • Analyse clients’ financial situations to determine appropriate mortgage options
  • Utilise the training and support provided by the firm
  • Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
  • Promote your services through networking and marketing, to grow your client base
    

• What will you need to succeed?

• • DipFA Level 4 Diploma in Financial Advice (or equivalent) qualification
    
  • Strong track record of sales and building strong client relationships 
    
  • Self motivated with excellent communication skills 
    
  • Ambitious with entrepreneurial drive to develop your business network and client portfolio
    
  • Good knowledge of industry regulations and compliance standards

   

• Why us?

• Just Wealth are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

DipFA Level 4 Diploma in Financial Advice or equivalent, sales and relationship-building experience, communication skills, entrepreneurial drive, and knowledge of financial regulations and compliance.

Key Responsibilities

• advising clients
• analysing finances
• managing records

Skills & Tools

client management system, social media

Job Details

• Category: Finance and Accounting
• Seniority: Senior Level
• Commitment: Contract
• Workplace: Remote — United Kingdom
• Languages: English

Benefits

• Tuition reimbursement

About Just Wealth

A financial advice business providing wealth and mortgage-related services through a nationwide adviser network. — Industry: Finance