Wealth Adviser - Liverpool, United Kingdom - Spicerhaart

Spicerhaart
Spicerhaart
Verified Company
Liverpool, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Overview:

Wealth Adviser - Financial Adviser, Self-Employed

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 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 Advisers. As we continue to grow, we are looking for high calibre Level 4 qualified
Financial Advisers who want to take that next step in their career


Qualifying Criteria
To be a successful Self-Employed Wealth Adviser 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' 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 selfstarter displaying an enrepreneurial focus and vision
  • Be proactive 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 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 of 65%70%, with unlimited and uncapped earning potential.
  • Professional Indemnity Insurance included.
  • Access to Openwork's extensive range of investment solutions including the exclusive inhouse fund manager (Omnis investments); as well as a large range of external funds.
  • Our proposition designed to enable you to meet a client's investment objectives whatever their requirements.
  • Designated Business Development Directors working alongside you to offer regular and timely support.
  • 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.


  • Training

  • Remote, Group and 1 on 1 to suit your needs.

Your next step


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.


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.

More jobs from Spicerhaart
See all jobs of Spicerhaart