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Financial Adviser jobs in Ipswich

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    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • Up to 85% commission on advice fees.
    • State of the art client management system.
    • View all Partnership Recruitment jobs - Colchester jobs - Financial Advisor jobs in Colchester
    • Salary Search: Financial Adviser salaries in Colchester
    • Experience providing independent financial advice.
    • Comfortable using financial planning technology and CRM systems.
    • Understanding of financial planning and wider wealth management services.
    • Experience within investment management, wealth management or financial services.
  • With us, it’s personal We’re passionate about building strong and lasting relationships with our candidates – helping exceptional talent achieve their full…
    • Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.
    • A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Experience providing mortgage and protection advice.
    • Strong relationship-building and communication skills.
    • No network, CRM or professional insurance costs.
    • Working closely with our Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning…
    • Ensuring clients have access to the money and financial support they need while helping to safeguard them from financial abuse.
    • Contract: Permanent, required as soon as possible.
    • Restore Women’s Aid is looking for a Finance Officer.
    • Reporting to the Finance Manager (Line manager), you…
    • Familiarity with financial planning research tools and CRM systems.
    • Good understanding of pensions, investments and financial planning products.
    • Circa £35,000 Basic Salary.
    • £35,000 Basic Salary + Commission | All Leads Provided.
    • £35,000 basic salary plus commission.
    • Fully CeMAP qualified (or equivalent).
    • Salary:* £26,000–£30,000 Basic (depending on experience) + Commission & Bonuses.
    • Working alongside an estate agency, the business benefits from strong links…

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Job Post Details

Financial Adviser
Partnership Recruitment
Colchester CO3 3LD
•
Remote
Self-employed
Apply on company site

Job details

Pay information not provided
Self-employed
Remote in Colchester CO3 3LD

Full job description

The opportunity

Location:

Remote - UK


Employment Type:

Self-Employed


The Opportunity:

  • 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
  • Social media
  • 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
Your Responsibilities:
  • 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

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, Spicerhaart is one of the UK’s most innovative estate agency groups, combining the largest independent residential sales and residential lettings branch network with a rapidly growing mortgage and protection services and legal business.

Just Wealth is the missing piece in the jigsaw and enables us to provide a full financial offering to our clients. With over 40,000 existing clients and with our Mortgage Advisers seeing hundreds of new clients every week we are looking to build the number of experienced, qualified Wealth Advisors within Just Wealth and help service the demand for financial advice.

What will you need to succeed?

  • 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

Why us?

Just Wealth are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - 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 some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
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