Wealth Adviser – Financial Adviser, Self-Employed
Just Wealth is part of Spicerhaart: the UK’s largest Independent Property Group.
With its rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders within this sector.
Just Wealth is one of the UK's fastest organically growing Financial Advice firms and offers unique support to all its Advisers. As we continue to grow, we are looking for high calibre Level 4 qualified Financial Advisers who want to take that next step in their career
Qualifying Criteria
To be a successful Self-Employed Wealth Adviser at Just Wealth you will:
- Hold CII Diploma in Regulated Financial Planning or similar industry recognised qualification.
- Have previously worked as a COB Adviser, with at least 12 months’ previous experience.
- Evidence of your success as a COB Adviser
- Be able to demonstrate a track record of providing exemplary service for clients
- Be a self-starter displaying an enrepreneurial focus and vision
- Be pro-active and motivated
- A passion for achieving a fantastic customer experience
- Ideally have a Client Bank or access to Introducers or Lead Sources although leads will be provided through Just Wealth's extenstive nextwork of Mortgage Advisers
- Full Driving Licence
- You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment).
Benefits
In return, you will enjoy:
- Retained Fee income of 65%-70%, with unlimited and uncapped earning potential.
- Professional Indemnity Insurance included.
- Access to Openwork’s extensive range of investment solutions including the exclusive in-house fund manager (Omnis investments); as well as a large range of external funds.
- Our proposition designed to enable you to meet a client’s investment objectives whatever their requirements.
- Designated Business Development Directors working alongside you to offer regular and timely support.
- Leads supplied; you will be working alongside some of our most highly successful Mortgage Advisers who work with you to generate leads from their client base.
- Latest technology within one complete CRM and client management system saving time and significantly cutting down on administration.
- Masterclasses and an active programme of events and engagement.
- Learning and Development support to achieve Chartered Status.
- Marketing support to help your business grow.
- Full Compliance support.
- Training – Remote, Group and 1 on 1 to suit your needs.
Your next step
We really want to hear from you - even if you are not ready to apply and simply want a chat to one of the team. Applying is easy - have your CV ready and click on the “Apply Online” button on the top right-hand side of this page.
Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what’s more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. 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 that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.
To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.
Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-policy/
Skills Required
- CII Diploma in Regulated Financial Planning or a similar industry-recognised qualification
- At least 12 months of previous experience working as a COB Adviser
- Evidence of success as a COB Adviser
- Track record of providing exemplary client service
- Self-starter with an entrepreneurial focus and vision
- Proactive and motivated approach
- Passion for delivering an excellent customer experience
- Client bank or access to introducers or lead sources
- Full driving licence
- Legal entitlement to live and work in the UK
What We Do
Just Mortgages is a UK mortgage-advice business and the mortgage-services arm of Spicerhaart. It supports customers through home buying, moving and remortgaging, offering guidance from a comprehensive panel of lenders together with protection and insurance advice. Operating nationwide through advisers across Spicerhaart’s branch network, it trades as Just Mortgages Direct Limited, an appointed representative of The Openwork Partnership, with personalised support throughout the process.
