Wealth Advisor – High-Earning, Client-Focused Guidance

Openwork

Colchester

On-site

GBP 45,000 - 55,000

Full time

13 days ago
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Benefits offered by this job

High commission (up to 85%)
Multiple lead sources
Uncapped earnings
Networking opportunities
Marketing & reputation dashboards
CRM system
Marketing support
Social media support
Learning & development
Technical training
Support packages

Job summary

Just Wealth, part of Just Mortgages Direct Limited and The Openwork Partnership, seeks driven Wealth Advisors to deliver high-quality mortgage and financial advice to a growing client base. You will leverage multiple lead sources and a bespoke marketing suite to expand your portfolio while building lasting client relationships.

You will earn a competitive base (£45k-£55k) with up to 85% commission on advice fees and uncapped earning potential, supported by coaching, compliance guidance and a

Qualifications

  • Strong track record of sales and building strong client relationships.
  • Self-motivated with excellent communication skills.
  • Ambitious with entrepreneurial drive to develop your business network and client portfolio.
  • Good knowledge of industry regulations and compliance standards.

Responsibilities

  • Provide high-quality, client-focused advice aligned with individual needs and objectives.
  • Analyse clients’ financial situations to determine appropriate mortgage options.
  • Utilise the training and support provided by the firm.
  • Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
  • Promote your services through networking and marketing, to grow your client base.

Skills

Sales experience
Client relationships
Communication skills
Entrepreneurial drive
Regulatory knowledge

Job description

Just Wealth, part of Just Mortgages Direct Limited and The Openwork Partnership, seeks driven Wealth Advisors to deliver high-quality mortgage and financial advice to a growing client base. You will leverage multiple lead sources and a bespoke marketing suite to expand your portfolio while building lasting client relationships.

You will earn a competitive base (£45k-£55k) with up to 85% commission on advice fees and uncapped earning potential, supported by coaching, compliance guidance and a

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