Just Wealth achieves 30 adviser milestone to almost treble numbers in one year

Just Wealth, the financial services arm of national brokerage Just Mortgages, has reached the milestone of 30 advisers, nearly trebling numbers in the space of just a year.

The team began 2022 with 11 financial advisers and steadily increased numbers over the course of the year.

Just Wealth then continued its recruitment drive, adding a further eight advisers before the end of Q1 2023.

The expansion is part of Just Wealth’s ambitious growth plans to meet rising demand.

In addition to an increase in leads and funds under management, Just Wealth has seen a 67% increase in referrals from sister company Just Mortgages, compared to this time last year.

With over 600 mortgage brokers supporting more than 40,000 customers across the country, Just Mortgages provides Just Wealth advisers with an ever-increasing month by month flow of referrals and qualified introductions.

In addition to leads, Just Wealth’s advisers gain access to ongoing training, mentoring, compliance and marketing support.

All are self-employed and have the freedom to advise, whether it’s pensions and investment advice, inheritance tax, life assurance, business protection or other wealth products.

Dave Magee, head of wealth at Just Wealth, said: “With high demand for financial advice and wealth management, our top priority has been recruiting quality advisers.

“It’s fantastic to now have 30 advisers in post, all primed and ready to support the growing number of leads and referrals we are receiving.

“In truth, we are still only scratching the surface.”

He added: “We are working closely with our partners at Just Mortgages to increase activation and strengthen the bridge between our two firms and our respective advisers.

“We are still actively recruiting new advisers to support the business, with the proposition of lead generation and business support proving really attractive to both established financial advisers and those looking to make their first steps into client-facing roles.”

As part of its successful Fast Track academy, Just Wealth supports level 4 qualified applicants such as paraplanners, technicians and bank staff who feel trapped in support roles or don’t have the opportunity to progress and would like to set up their own business.

This has also proven popular to more established wealth advisers who no longer want to be a part of a corporate, being told what to do and how many calls to make a day.

It also appeals to existing self-employed advisers who do not have a large base of existing clients.