Just Wealth doubles adviser numbers in H1 2022

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As the financial advisory arm of national broker firm Just Mortgages, Just Wealth launched at the start of last year and ended it with 11 advisers, which have now doubled in number.

Its advisers are all self-employed, and Just Wealth provides them with leads, ongoing training, compliance, mentoring and marketing support, it said.

“Doubling the number of Just Wealth advisers is a great step for the Just Wealth division and there has been huge demand from the brokers from Just Mortgages looking to refer clients in need of wider financial advice,” said David Magee, head of Just Wealth.

“The addition of these experienced financial advisers will ensure we can deliver appropriate wealth advice to more and more clients.”

Just Wealth’s advisers are provided with leads from sister-firm, Just Mortgages’ extensive client database of mortgage clients as well as qualified introductions from the Just Mortgages team. The advisers are also spread around the UK and advise on areas including corporation tax, pensions and investments, according to Just Wealth.

“With a huge pool of leads the main challenge for our new wealth management division is recruiting wealth advisers quickly enough to manage the demand” said Magee.

Last month, Just Wealth launched a new ‘Fast Track Academy’ for qualified paraplanners, technicians and bank staff to develop into the client facing roles. It offers support for those who may have the necessary qualifications but don’t work in client facing roles to establish themselves as financial advisers.

The fast-track academy was specifically created to provide all the help advisers’ needed in the crucial areas of marketing, lead-generation and client management while also giving them the freedom to offer holistic financial advice and recommend whichever product the adviser believes is best for the client, said Magee at the time.

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