Just Wealth, the financial services arm of brokerage Just Mortgages, has announced an enhancement to its internal training for both new and existing wealth advisers.
This “new and improved” training breaks down the advice journey to focus on the fundamentals of building strong client relationships.
The framework covers areas including interview training, techniques and question styles to allow advisers to gather the right information and understand the client’s circumstances and goals, thereby helping to deliver the most suitable recommendations.
Just Wealth head of learning and development, Rodney Sloan, said: “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.”
Training sessions
Just Wealth explained that the aim is for all of its advisers to take part in the day-and-a-half training which will follow a new series of skills sessions, aiming to build adviser knowledge.
The advisory firm has already hosted four adviser workshops covering 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.
Demand
This focus on training comes as Just Wealth continues to see high demand from Just Mortgages and its clients for wider financial advice.
It explained that brokers from Just Mortgages continue to refer clients to Just Wealth for support with the likes of pensions, savings and investments, with 2023 being a “record year” for client referrals.
Just Wealth head of wealth, Dave Magee, said: “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.”
He additionally stated that, whether an adviser is newly 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 L&D, we are able to tick all these boxes for ambitious advisers,” he added.
tom.dunstan@ft.com
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