Wealth Adviser - Leads Provided
SpicerhaartUnited Kingdom
Posted June 9, 2024
65 - 70 GBP year
Full Time
About the Company
Spicerhaart is a leading UK estate agency group offering comprehensive residential sales and lettings services. The company distinguishes itself by integrating a wide range of financial services including mortgages, insurances, conveyancing, surveying, property management, and corporate sales. This one-stop-shop approach provides clients with a holistic solution for all their property needs.
Job Description
Just Wealth is seeking a Level 4 Financial Advisor to join their growing team. This self-employed role involves providing financial advice to clients, generating leads through Mortgage Advisers, and managing client relationships. The firm offers competitive compensation, professional development, and innovative technology. The position offers 65%-70% income potential with unlimited earning potential.
Requirements
- Hold CII Diploma in Regulated Financial Planning or similar industry recognised qualification.
- Previous experience as a COB Adviser (12 months' prior experience).
- Evidence of success in providing exemplary service for clients.
- Self-starter with an entrepreneurial focus and vision.
- Pro-active and motivated individual.
- Passion for achieving a fantastic customer experience.
- Full Driving Licence.
- Legal entitlement to live and work in the UK.
Benefits
- Retained Fee income
- Professional Indemnity Insurance
- Investment solutions
- CRM and client management system
- Leads generated from Mortgage Advisers
- Training and Development
- Marketing support
- Compliance support
- Remote learning options
