Wealth Adviser

Surrey, United Kingdom

Job Description


Overview

Financial Advisor \xe2\x80\x93 Client Referrals Provided

Unrivalled business development support

Self-Employed

Just Wealth is part of Spicerhaart: the UK\xe2\x80\x99s 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 Advisors. As we continue to grow, we are looking for high calibre Level 4 qualified Financial Advisors who want to take that next step in their career.

Benefits

In return, you will enjoy:

  • 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.
  • Retained Fee income of 65%-70%, with unlimited and uncapped earning potential.
  • Professional Indemnity Insurance included.
  • Access to Openwork\xe2\x80\x99s 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\xe2\x80\x99s investment objectives whatever their requirements.
  • Designated Business Development Directors working alongside you to offer regular and timely support.
  • 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.
  • Ongoing Learning and Development support.
  • Marketing support to help your business grow.
  • Quality and Compliance support
Qualifying Criteria

To be a successful Financial Advisor 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\xe2\x80\x99 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 entrepreneurial 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 with 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).
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 \xe2\x80\x9cApply Online\xe2\x80\x9d 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\xe2\x80\x99s 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 \xe2\x80\x93 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:

Spicerhaart

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Job Detail

  • Job Id
    JD2978374
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Surrey, United Kingdom
  • Education
    Not mentioned