At a Glance
- Tasks: Join us as a Wealth Adviser, guiding clients to achieve their financial goals.
- Company: Just Wealth is part of Spicerhaart, the UK's largest Independent Property Group.
- Benefits: Enjoy uncapped earnings, professional development, and comprehensive support.
- Why this job: Be part of a fast-growing firm with a strong reputation and supportive culture.
- Qualifications: Must hold a Level 4 qualification in Financial Planning and have prior advisory experience.
- Other info: Leads provided, plus access to exclusive investment solutions and ongoing training.
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 .
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:
Benefits
In return, you will enjoy:
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.
Wealth Adviser - Leads Provided employer: Spicerhaart
Contact Detail:
Spicerhaart Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Adviser - Leads Provided
✨Tip Number 1
Network with current Wealth Advisers or professionals in the financial services sector. Attend industry events or webinars to connect with potential colleagues and gain insights into the company culture at Just Wealth.
✨Tip Number 2
Familiarise yourself with Just Wealth's unique selling points and their approach to client service. This will help you articulate how your experience aligns with their values during any informal discussions or interviews.
✨Tip Number 3
Prepare to discuss your previous successes as a COB Adviser in detail. Be ready to share specific examples of how you've provided exemplary service and achieved results for your clients, as this will demonstrate your capability.
✨Tip Number 4
Showcase your entrepreneurial spirit by thinking about how you can leverage the leads provided by Just Wealth. Consider how you would build relationships with clients and Introducers to maximise your earning potential.
We think you need these skills to ace Wealth Adviser - Leads Provided
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasise your CII Diploma in Regulated Financial Planning or any similar qualifications. Clearly state how your education aligns with the requirements of the Wealth Adviser position.
Showcase Your Experience: Detail your previous experience as a COB Adviser, including specific examples of your success and the exemplary service you provided to clients. Use metrics or achievements to quantify your impact.
Demonstrate Your Entrepreneurial Spirit: In your application, convey your self-starter attitude and entrepreneurial focus. Share instances where you took initiative or led projects that resulted in positive outcomes.
Prepare for Evidence Submission: Be ready to provide evidence of your right to work in the UK, such as proof of address, identity, and National Insurance number. Ensure these documents are organised and easily accessible for when they are requested.
How to prepare for a job interview at Spicerhaart
✨Showcase Your Qualifications
Make sure to highlight your CII Diploma in Regulated Financial Planning or any similar qualifications during the interview. Be prepared to discuss how your education has equipped you with the skills necessary for a Wealth Adviser role.
✨Demonstrate Your Experience
Since previous experience as a COB Adviser is crucial, come ready with specific examples of your past successes. Discuss how you've provided exemplary service to clients and any metrics that showcase your achievements.
✨Exhibit Your Entrepreneurial Spirit
As a self-starter with an entrepreneurial focus, share instances where you've taken initiative in your previous roles. This could include developing new client relationships or innovative strategies to enhance customer experience.
✨Prepare Questions About Support and Resources
Since Just Wealth offers extensive support and resources, prepare thoughtful questions about how they can assist you in achieving your goals. This shows your interest in leveraging their tools to provide the best service to clients.