Wealth Adviser - Leads Provided
Wealth Adviser - Leads Provided

Wealth Adviser - Leads Provided

Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
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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:

  • 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.

    Wealth Adviser - Leads Provided employer: Spicerhaart

    Just Wealth, part of Spicerhaart, is an exceptional employer for aspiring Wealth Advisers, offering a dynamic work culture that prioritises professional growth and client satisfaction. With competitive retained fee income, comprehensive support from Business Development Directors, and access to extensive investment solutions, employees can thrive in a collaborative environment while enjoying uncapped earning potential. The company's commitment to learning and development, alongside innovative technology, ensures that advisers are well-equipped to succeed in their careers.
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    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

    CII Diploma in Regulated Financial Planning
    Experience as a COB Adviser
    Client Relationship Management
    Sales and Negotiation Skills
    Customer Service Excellence
    Entrepreneurial Mindset
    Proactivity and Motivation
    Networking Skills
    Financial Analysis
    Regulatory Compliance Knowledge
    Time Management
    Communication Skills
    Problem-Solving Skills
    Adaptability to Change

    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.

    Wealth Adviser - Leads Provided
    Spicerhaart
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    • Wealth Adviser - Leads Provided

      Full-Time
      36000 - 60000 ÂŁ / year (est.)
    • S

      Spicerhaart

      100-250
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