Wealth Adviser

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Just MortgagesWealth Adviser – Financial Adviser, Self-EmployedJust Wealth is part of

Spicerhaart: the UK’s largest Independent Property Group .With our highly successful financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. Just Wealth, part of our Wealth Division, is seeking high-calibre, qualified Financial Advisors who are ready to elevate their careers as Just Wealth Financial Advisors. We offer opportunities across the nation for ambitious professionals eager to make a real impact in a dynamic and growing environment.Our Financial Advisors have responsibility for maintaining great client relationships and supporting them with their wealth planning needs. They are the lead point of contact for clients and deliver a wide range of services, including:Retirement planningPension managementInvestment AdviceEstate PlanningEmployee benefit solutions (corporate clients)ProtectionAll of our Wealth Advisors need to have the drive to continually improve their technical abilities and professional development whilst achieving the highest standards of regulatory compliance, conduct and care.Qualifying CriteriaTo be a successful Self-Employed Wealth Advisor at Just Wealth you will:Hold CII Diploma in Financial PlanningHave previously worked as a COB Advisor, with at least 12 months’ previous experience or are looking to kickstart your career in Financial Services with a well-thought-out business planBe able to demonstrate a record of accomplishment of providing exemplary service for clientsBe a self-starter displaying an entrepreneurial focus and visionLeads will be provided through Just Wealth’s extensive network of mortgage advisors; however the ability to network and expand your business is essentialYou are legally entitled to live and work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. Evidence of right to work in the UK (proof of address, identity and NI) is required prior to a formal offer of employmentBenefitsIn return, you will enjoy:Retained fee income ranging from 50% to 85%, offering an unparalleled opportunity for financial growth with unlimited earning potentialProfessional Indemnity Insurance includedAccess to Openwork’s investment solutions including the in-house fund manager (Omnis investments) and a wide range of external fundsA proposition designed to meet clients’ investment objectivesA dedicated Business Development Director to provide regular, timely supportLeads supplied; collaboration with successful Mortgage Advisers to generate leadsLatest technology within one complete CRM and client management system to save time and reduce administrationMasterclasses, events, and engagement programsLearning and Development support to achieve Chartered StatusMarketing, Compliance and Recruitment support to help grow your businessTraining – Remote, Group and 1-on-1 to suit your needsYour next stepWe want to hear from you — even if you are not ready to apply and simply want a chat. To apply, have your CV ready and click on the “Apply Online” button on the top right-hand side of this page.Equal OpportunitiesSpicerhaart is an equal opportunity workplace and we welcome all talented individuals to apply. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need, please let our Talent Team know and we will assist to the best of our ability.Privacy PolicyWe process any information you provide in accordance with our Privacy Policy, available on the Spicerhaart website: ..... full job details .....