Self Employed Financial Adviser
haart
St Albans, UK
5d ago

Wealth Adviser Financial Advisor, Self-Employed

Just 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.

It’s newly established Wealth Division Just Wealth are looking for high calibre qualified Financial Advisors who want to take that next step in their career as Just Wealth Financial Advisors to work within St Albans and its surrounding areas.

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 planning
  • Pension management
  • Investment Advice
  • Employee benefit solutions (corporate clients)
  • Protection
  • All 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 Criteria

    To be a successful Self-Employed Wealth Advisor at Just Wealth you will :

  • Hold CII Diploma in Regulated Financial Planning or similar industry recognised qualification.
  • Have previously worked as a COB Advisor, with at least 36 months’ previous experience.
  • Be able to demonstrate a record of accomplishment of providing exemplary service for clients.
  • Be a self-starter displaying an entrepreneurial focus and vision.
  • Ideally have a Client Bank or access to Introducers or Lead Sources although Leads will be provided through Just Wealth’s extensive network of mortgage advisors.
  • 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 50%-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.
  • Recruitment Support should you wish to grow your business.
  • Training Remote, Group and 1 on 1 to suit your needs.
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