Just Wealth expands training and skills sessions for advisers

30 January 2024

Just Wealth, the financial services arm of national brokerage Just Mortgages, has enhanced its internal training for both new and existing wealth advisers.

Developed in-house by Just Wealth and its learning and development team, the new and improved training breaks down the advice journey to focus on the fundamentals of building strong client relationships. The new framework covers key areas such as interview training, techniques and question styles to enable advisers to gather the right information and understand the client’s circumstances and goals, helping to deliver the most suitable recommendations.

Alongside new recruits to the business, the aim is for all Just Wealth advisers to take part in the day-and-a-half training.

The new training follows a new series of skills sessions to continue building adviser knowledge. In partnership with Prudential and Octopus Investments, Just Wealth hosted four adviser workshops covering key topics such as inheritance tax, insurance trusts and wider trust policy. The sessions also included business relief schemes to better support brokers at Just Mortgages in providing an advanced service to business owners.

The focus on training comes as Just Wealth continues to see high demand from Just Mortgages and its clients for wider financial advice. Through the new Just Refer portal, brokers from its sister firm Just Mortgages continue to refer clients to Just Wealth for support with the likes of pensions, savings and investments. In fact, 2023 was a record year for client referrals, with nearly two thousand referrals from across its nationwide network of 650 mortgage brokers.

Dave Magee, head of wealth at Just Wealth, said: “While recruitment remains priority to meet the sustained demand for financial advice, it is critical that we have the necessary training and support in place for advisers to maximise these opportunities. Whether an adviser is new to the world of self-employed or looking to control their own destiny, infrastructure is up there with a proven client bank as a key consideration. Through our relationship with Just Mortgages and our focus on L&D, we are able to tick all these boxes for ambitious advisers.

“We are grateful for the help of Rodney Sloan and the entire learning and development team in pulling together this new and improved training framework, as well as our ongoing knowledge build sessions. As head further into 2024, we’ll continue to look at the needs of our team and identify opportunities for further growth and development.”

Rodney Sloan, head of learning and development added: “It is crucial that advisers are able to ask the right questions, not just to build trust with clients, but to fully establish their needs and goals and to provide the best recommendations. With these fundamentals in place, advisers have the opportunity to build on their knowledge and support clients where needed. It is great to be working with the talented team of advisers at Just Wealth to make sure that they are in the best position to succeed in the coming year.”

Operating across the country, Just Wealth advisers are self-employed and benefit from the freedom to advise. This can include pensions, savings and investments, as well as estate planning, inheritance tax and safeguarding both family and business interests. Its proposition has proven popular with seasoned financial advisers seeking greater independence from more corporate structures. It also appeals to existing self-employed advisers without an existing client base, allowing them to progress within a supportive network.

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.