[Hiring] Financial Adviser @Openwork Partnership

Role Description

This is a self-employed opportunity.

Just Wealth is part of Just Mortgages Direct Limited, one of the UK’s largest mortgage advisory companies with over 500 Mortgage and Protection Advisers nationwide. We are part of the Spicerhaart family, established in 1989, and one of the UK’s most innovative estate agency groups.

Just Wealth enables us to provide a full financial offering to our clients. We are looking to build the number of experienced, qualified Wealth Advisors within Just Wealth to help service the demand for financial advice.

Qualifications

• DipFA Level 4 Diploma in Financial Advice (or equivalent) qualification
• 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

Requirements

• 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

Benefits

• Up to 85% commission on advice fees
• Multiple lead sources from our mortgage and estate agency divisions
• Uncapped earning potential - meet your business aspirations
• Business network - relationship & business connections with our well-established mortgage division and estate agency
• Business development planning - dedicated support team
• State of the art client management system
• Bespoke marketing support - digital marketing packages, internal databases and reputation dashboards
• Dedicated learning and development team - personal and professional development opportunities
• Technical training - continuous technical support, development and industry training
• Support packages available - to be discussed

Company Description

Just Wealth is part of The Openwork Partnership, one of the UK’s largest and longest established financial advice networks. The Openwork Partnership is owned by its firms, Bain Capital, and its employees. It boasts a broad proposition with deep ties to providers and has significant resources at its disposal.

The Openwork Foundation has donated over £22m to UK registered charities since it was founded, providing opportunities for everyone to get involved and give back to the community it serves.