The new training focuses on the core principles of establishing strong client connections
Just Wealth, the financial services arm of national brokerage Just Mortgages, has bolstered its internal training programme for wealth advisers.
The new training, developed internally by Just Wealth and its learning and development team, focuses on the core principles of establishing strong client relationships. It covers interview techniques, question styles, and information gathering to better comprehend client circumstances and goals, thus facilitating the delivery of appropriate recommendations.
The training initiative targets both new hires and existing advisers within Just Wealth. The objective is for all advisers to participate in the day-and-a-half program.
In addition to the revamped training, Just Wealth has conducted a series of skills workshops in collaboration with Prudential and Octopus Investments. These sessions cover various pertinent topics such as inheritance tax, insurance trusts, and broader trust policies. They also delve into business relief schemes, aimed at bolstering support for brokers at Just Mortgages, particularly in catering to business owners.
This emphasis on training coincides with Just Wealth experiencing heightened demand from both Just Mortgages and its clientele for financial guidance. The introduction of the Just Refer portal has facilitated the referral process, enabling brokers from Just Mortgages to refer clients to Just Wealth for assistance with pensions, savings, and investments.
“While recruitment remains a 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,” Dave Magee (pictured), head of wealth at Just Wealth, said.
“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.”
Rodney Sloan, head of learning and development, suggested that 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,” he added. “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.”
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