Wealth Adviser

Our Financial Advisors have responsibility for maintaining great client relationships and supporting them with their wealth planning needs. They are the lead point of contact for clients and deliver a wide range of services, including:

• Retirement planning
• Pension management
• Investment Advice
• Estate Planning
• Employee benefit solutions (corporate clients)
• Protection
All of our Wealth Advisors need to have the drive to continually improve their technical abilities and professional development whilst achieving the highest standards of regulatory compliance, conduct and care.,
• Retained fee income ranging from 50% to 85%, offering an unparalleled opportunity for financial growth. With unlimited and uncapped earning potential.
• Professional Indemnity Insurance included.
• Access to Openwork's extensive range of investment solutions including the exclusive in-house 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.
• A dedicated Business Development Director assigned to work alongside you, providing regular and timely support tailored to your needs.
• 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.
• Recruitment Support should you wish to grow your business.
• Training - Remote, Group and 1 on 1 to suit your needs., 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.


• Hold CII Diploma in Financial Planning
• Have previously worked as a COB Advisor, with at least 12 months' previous experience or are looking to kickstart your career in Financial Services with a well-thought-out business plan
• Be able to demonstrate a record of accomplishment of providing exemplary service for clients.
• Be a self-starter displaying an entrepreneurial focus and vision.
• Leads will be provided through Just Wealth's extensive network of mortgage advisors, however the ability to network and expand your business is essential.
• 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).
  
  Just Wealth is part of Spicerhaart: the UK's largest Independent Property Group.
With our highly successful financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry., Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-policy