You are here: cherry > Press releases for March 2024 > Just Mortgages and Just Wealth surpass 750 referrals through new Just Refer portal

21 March 2024

The Just Refer portal from national brokerage Just Mortgages and its advice arm Just Wealth has now supported brokers in referring more than 750 clients for wider financial advice.

The new platform was launched in September to support brokers in referring clients to Just Wealth for advice on pensions, savings, investments and protection. It is also used within Just Mortgages to connect clients with a qualified broker to discuss equity release, commercial advice or business protection. By using the Just Refer portal, brokers are able to deliver a broader service to their clients, all while generating additional income.

In line with growing demand, the portal has recently been upgraded to further streamline the referral process and deliver greater intelligence to both brokers and advisers.

The move follows high demand for client referrals, with Just Wealth advisers receiving 2,200 leads and qualified introductions from brokers at Just Mortgages since November 2022.

Carl Parker, national director at Just Mortgages, said: “While we’ve certainly seen a busy start to the year for mortgage business, it’s fantastic to see that brokers are responding to other valuable opportunities that are out there to support clients. Just Refer has been a game changer in connecting brokers with wealth advisers, allowing them to increase their value to the client and maximise opportunities identified as part of the fact find.

“As brokers look beyond their traditional remit, it’s also been very successful in matching brokers with those who have the necessary qualifications to access new and lucrative markets such as commercial advice and business protection. It’s a great fit for those who might not get the full benefit of undertaking one of our licence courses, but want the opportunity to support clients in a deeper way and be part of that revenue share. The latest upgrades will only improve this service for all parties and encourage more brokers to realise this opportunity.”

By using the Just Refer platform, brokers are able to maintain a clear line of sight throughout the referral process and better track outcomes, while advisers with Just Wealth access a higher quality of referral. By keeping clients in-house, the aim is to return clients back to the original referrer for the next remortgage period or should their needs change.

Across the UK, the Just Wealth team of financial advisers all work on a self-employed basis and have the freedom to advise. This includes the likes of pensions, savings and investments, but also inheritance tax and both family and business planning. Alongside qualified leads from Just Mortgages, Just Wealth advisers access ongoing training, mentoring and support.

Meanwhile, Just Mortgages has more than 650 mortgage and protection brokers in its nationwide network, with its self-employed division fast approaching 500 brokers. While many operate under the Just Mortgages banner, some choose to operate using their own branding or trading style. Alongside mentoring and day-to-day support, all brokers gain access to training opportunities, including the option to enrol on licence courses to broaden the range of advice they can offer.

Those interested in joining the Just Mortgages team can get in touch by visiting: https://applyforselfemployed.paperform.co. Those looking to join Just Wealth can visit www.justwealth.co.uk/careers/ or contact the team via contactus@justwealth.co.uk or 0345 2185 211.