Wealth Adviser - Leads Provided

Spicerhaart; United Kingdom; On-site; GBP 60,000 - 100,000; Full time

Job summary

Just Wealth, une entreprise dynamique au sein de Spicerhaart, recherche des Conseillers Financiers de niveau 4 qualifiés pour rejoindre leur équipe en pleine croissance. En tant que conseiller indépendant, vous bénéficierez d'un environnement de soutien, d'une formation continue, et d'une structure de revenus attrayante avec un fort potentiel de gains illimités.

Benefits

Indemnité professionnelle incluse

Soutien en apprentissage et développement pour obtenir le statut de Chartered

Soutien commercial pour le développement de votre activité

Technologie de pointe dans un système CRM complet

Qualifications

• Expérience antérieure en tant que COB Adviser, avec au moins 12 mois d'expérience.
• Titulaire d'un CII Diploma ou qualification reconnue.
• Capacité à travailler de manière autonome et à démontrer un bon service client.

Responsibilities

• Servir et conseiller les clients sur les produits financiers.
• Générer des prospects et gérer une base de clients.
• Atteindre des objectifs de performance et développer son portefeuille.

Skills

Service client exemplaire

Proactivité

Vision entrepreneuriale

Education

CII Diploma in Regulated Financial Planning

Job description

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 become 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 the next step in their career.

Qualifying Criteria

To be a successful Self-Employed Wealth Adviser at Just Wealth, you will:

1. Hold CII Diploma in Regulated Financial Planning or a similar industry-recognised qualification.
2. Have previously worked as a COB Adviser, with at least 12 months’ previous experience.
3. Provide evidence of your success as a COB Adviser.
4. Be able to demonstrate a track record of providing exemplary service to clients.
5. Be a self-starter with an entrepreneurial focus and vision.
6. Be proactive and motivated.
7. Have a passion for achieving a fantastic customer experience.
8. Ideally, have a Client Bank or access to Introducers or Lead Sources, although leads will be provided through Just Wealth's extensive network of Mortgage Advisers.
9. Possess a Full Driving Licence.
10. Be 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.)

In return, you will enjoy:

1. Retained Fee income of 65%-70%, with unlimited and uncapped earning potential.
2. Professional Indemnity Insurance included.
3. 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.
4. A proposition designed to enable you to meet a client’s investment objectives, whatever their requirements.
5. Designated Business Development Directors working alongside you to offer regular and timely support.
6. Leads supplied; you will work alongside some of our most successful Mortgage Advisers who will help generate leads from their client base.
7. Latest technology within a comprehensive CRM and client management system, saving time and reducing administration.
8. Masterclasses and an active programme of events and engagement.
9. Learning and Development support to achieve Chartered Status.
10. Marketing support to help grow your business.
11. Full Compliance support.
12. Training – Remote, Group, and 1-on-1, tailored to your needs.

Your next step

We would love to hear from you—even if you're not ready to apply and just want to have a chat with our team. Applying is easy—simply have your CV ready and click the “Apply Online” button at the top right of this page.

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Created on 30/06/2025 by TN, United Kingdom