Wealth Adviser

Spicerhaart Group Ltd.; London; On-site; GBP 30,000 - 70,000; Full time

Job summary

An established industry player is seeking dynamic Financial Advisors to join their innovative Wealth Division. This role offers a unique opportunity for self-employed individuals to elevate their careers while maintaining strong client relationships and providing tailored wealth planning services. Advisors will benefit from extensive support, including leads from a network of mortgage advisors and access to a wide range of investment solutions. With a focus on professional development and compliance, this position is perfect for ambitious professionals looking to make a significant impact in a thriving environment. Join a forward-thinking company that values diversity and supports your growth.

Benefits

Retained fee income ranging from 50% to 85%

Professional Indemnity Insurance

Access to extensive investment solutions

Dedicated Business Development Director

Leads supplied from mortgage advisors

Latest technology CRM system

Masterclasses and engagement programs

Learning and Development support

Marketing support

Full Compliance support

Qualifications

• Hold CII Diploma in Financial Planning and have prior experience as a COB Advisor.
• Demonstrate a record of providing exemplary service for clients.

Responsibilities

• Maintain great client relationships and support wealth planning needs.
• Deliver services including retirement planning, investment advice, and estate planning.

Skills

Client Relationship Management

Financial Planning

Networking

Entrepreneurial Skills

Regulatory Compliance

Education

CII Diploma in Financial Planning

Tools

CRM Systems

Job description

Overview

Wealth Adviser – Financial Adviser, 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.

Just Wealth, part of our ever-expanding Wealth Division, is on the lookout for high-calibre, qualified Financial Advisors who are ready to elevate their careers to the next level as Just Wealth Financial Advisors.

We offer exciting 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

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 Financial Planning
• Have previously worked as a COB Advisor, with at least 12 months’ previous experience or are looking to kickstart your career in Financial Services with a well-thought-out business plan
• Be able to demonstrate a record of accomplishment of providing exemplary service for clients.
• Be a self-starter displaying 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.
• 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 ranging from 50% to 85%, offering an unparalleled opportunity for financial growth 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.
• A proposition designed to enable you to meet a client’s investment objectives whatever their requirements.
• A dedicated Business Development Director assigned to work alongside you, providing regular and timely support tailored to your needs.
• 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.

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.

Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what’s 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 is 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 – regardless of how small or large your requirement may be.