Just Wealth strengthens proposition with new 7IM platform

14 December 2022

Just Wealth, the financial services arm of national brokerage Just Mortgages, has added the award-winning 7IM platform to its range of investment platforms.

The new platform gives Just Wealth’s growing number of advisers more options when placing client pension and investment funds. In addition to strengthening client support, the new digital service offers greater functionality and efficiency for advisers, completing a hattrick of platforms available to use.

The wider proposition will support the growing number of referrals provided to Just Wealth advisers by sister company Just Mortgages. As one of the UK’s largest broker firms, Just Mortgages and its 600 brokers support more than 40,000 customers across the country.

Dave Magee, head of wealth at Just Wealth said: “Through our strategic partnership with Just Mortgages, we are in the fortunate position to be able to offer our advisers a healthy pipeline of potential customers. To properly meet their investment needs and ensure the best possible outcomes, we need the right technology and platforms in place.

“The addition of 7IM is a great opportunity to strengthen our proposition, all while improving our operational efficiency and our ability to scale-up to meet the demand from referrals. The platform has been launched internally, with all our advisers trained up on its functionality and some of its unique features that will assist with our clients’ financial objectives.”

In addition to adopting new technology, Just Wealth is actively recruiting new wealth advisers to meet the requirement for financial advice.

Just Wealth advisers are self-employed and benefit from the freedom to advise, whether it’s on pensions and investment advice, inheritance tax, life assurance or other protection products. In addition to referrals and qualified introductions, Just Wealth advisers receive ongoing training, compliance, mentoring and marketing support.

“As well as established wealth advisers, we support level 4 qualified applicants that are looking to make the move to providing financial advice. This includes paraplanners or even graduates of other academies that maybe didn’t get the opportunity to progress in their existing firms,” Dave adds.

“For those advisers looking to head out on their own, two major concerns are infrastructure and client acquisition. The news of our continued partnership with Just Mortgages and access to leading platform services will give them real confidence that the opportunity is there.”

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.