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For Companies At a Glance
- Tasks: Help clients with wealth planning, retirement, and investment advice.
- Company: Join Just Wealth, part of the UK's largest Independent Property Group.
- Benefits: Enjoy uncapped earnings, professional development, and marketing support.
- Why this job: Make a real impact in a dynamic environment while growing your career.
- Qualifications: CII Diploma in Financial Planning and previous advisory experience required.
- Other info: Flexible training options and a commitment to diversity and inclusion.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Overview
Wealth Adviser – Financial Adviser, Self-Employed. Just Wealth is part of Spicerhaart: the UK’s largest Independent Property Group. Just Wealth, part of our expanding 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 planning
- Pension management
- Investment advice
- Estate planning
- Employee benefit solutions (corporate clients)
- Protection
Qualifications
- Hold CII Diploma in Financial Planning
- Have previously worked as a COB Advisor, with at least 12 months’ previous experience or are looking to start your career in Financial Services with a well-thought-out business plan
- Demonstrate a record of providing exemplary service for clients
- Be a self-starter with an entrepreneurial focus and vision
- Leads will be provided through Just Wealth’s extensive network of mortgage advisors; however, the ability to network and expand your business is essential
- Legally entitled to live and work in the UK
Benefits
- Retained fee income ranging from 50% to 85%, with unlimited and uncapped earning potential
- Professional Indemnity Insurance included
- Access to Openwork’s investment solutions, including Omnis Investments and a broad range of external funds
- A dedicated Business Development Director to provide support
- Leads supplied; collaboration with experienced Mortgage Advisers to generate leads
- Latest technology in a full CRM and client management system
- Masterclasses, events, and engagement programs
- Learning and Development support to achieve Chartered Status
- Marketing and Compliance support
- Recruitment support to grow your business
- Training – Remote, Group and 1-on-1
Your next step
We’d love to hear from you — even if you are not ready to apply. To apply, have your CV ready and click the “Apply Online” button on the top right-hand side of this page.
Equal Opportunities
Spicerhaart is an equal opportunity workplace. We welcome all talented individuals to apply and 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 inform our Talent Team, and we will assist to the best of our ability.
Privacy Policy
We process any information you provide in accordance with our Privacy Policy, available on the Spicerhaart website: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-policy/
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Wealth Adviser employer: Just Mortgages
Contact Detail:
Just Mortgages Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Adviser
✨Tip Number 1
Network actively within the financial services community. Attend industry events, webinars, and local meetups to connect with other professionals and potential clients. Building relationships can lead to valuable referrals and insights into the market.
✨Tip Number 2
Familiarise yourself with Just Wealth's offerings and values. Understanding their approach to wealth management will help you align your pitch and demonstrate how you can contribute to their mission during interviews or networking opportunities.
✨Tip Number 3
Showcase your entrepreneurial spirit by developing a clear business plan. Be prepared to discuss how you intend to grow your client base and leverage the leads provided by Just Wealth, as this will highlight your proactive approach.
✨Tip Number 4
Stay updated on the latest trends in financial planning and investment strategies. Being knowledgeable about current market conditions and regulatory changes will not only boost your confidence but also impress potential employers with your commitment to professional development.
We think you need these skills to ace Wealth Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly the CII Diploma in Financial Planning. Emphasise any previous experience as a COB Advisor and showcase your record of providing exemplary service to clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your entrepreneurial spirit and self-starter attitude. Mention your ability to network and expand your business, as well as your commitment to professional development and regulatory compliance.
Showcase Relevant Skills: In your application, clearly outline your skills related to wealth planning, retirement planning, and investment advice. Use specific examples to demonstrate how you have successfully managed client relationships in the past.
Prepare for Potential Questions: Anticipate questions about your approach to client management and your strategies for business growth. Be ready to discuss how you plan to leverage the leads provided by Just Wealth and your vision for your career in financial services.
How to prepare for a job interview at Just Mortgages
✨Showcase Your Qualifications
Make sure to highlight your CII Diploma in Financial Planning during the interview. Discuss how your qualifications have prepared you for the role and how they align with the company's focus on high standards of regulatory compliance.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This is crucial for a Wealth Adviser, as you'll be the lead point of contact for clients.
✨Exhibit Entrepreneurial Spirit
As a self-employed Wealth Adviser, it's important to show that you have an entrepreneurial mindset. Discuss any previous experiences where you've taken initiative or developed a business plan to grow your client base.
✨Prepare for Networking Questions
Since networking is essential for expanding your business, be ready to discuss your strategies for generating leads and building connections. Highlight any past successes in networking that could translate well into this role.
