Wealth Adviser - Leads Provided

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