The training breaks down the advice journey to focus on the fundamentals of building strong client relationships. The new framework, which was developed in-house by Just Wealth and its learning and development team, covers areas such as interview training, techniques and question styles, to enable advisers to gather the correct information and understand the client’s circumstances and goals, in order to deliver suitable recommendations.
Just Wealth hosted four adviser workshops covering topics such as insurance trusts, inheritance tax 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 follows high demand from Just Mortgages and its clients for wider financial advice, Just Wealth detailed. Last year was a record year for client referrals for the firm, with nearly 2,000 referrals from across its nationwide network of 650 mortgage brokers.
Dave Magee, head of wealth, 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.”
“As head further into 2024, we’ll continue to look at the needs of our team and identify opportunities for further growth and development,” Magee added.
Rodney Sloan, head of learning and development, Just Wealth, commented: “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.
“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.”