Just Wealth, the financial services arm of national brokerage Just Mortgages, has launched a new referral portal with the aim of proving mortgage advisers with “greater line of sight” when introducing potential wealth clients.
Called Just Refer, the new portal streamlines the wealth referral process and keeps Just Mortgages’ brokers informed at all stages and in real time. It replaces the existing manual email tracker system to alert mortgage brokers at each relevant touch point within the referral and advice journey.
In 2022, the national brokerage referred 1,200 cases to the Just Wealth division to help clients in a range of product areas including pensions and investment advice, inheritance tax, life assurance and other protection products.
Dave Magee (pictured), head of wealth at Just Wealth, said: “Our new portal is designed to make it much easier for Just Mortgages’ brokers to not only refer clients requiring financial advice, but to maintain a clear line of sight throughout the entire process. In addition to building stronger relationships between brokers and financial advisers, the portal will help deliver greater intelligence for all parties, improve the quality of leads and provide a much slicker journey for the customer.
“Rather than client referrals disappearing into a ‘black hole’ or referring externally, brokers can refer to a colleague within the group and keep track of the progress. This strengthens the bridge between our two firms, helping mortgage advisers to increase their value to their clients and their bottom line.”
In addition to leads and referrals, advisers at Just Wealth 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, business protection or any other area of wealth advice.
Once fully implemented, the next stage of Just Refer will see the inclusion of additional services such as equity release, business protection and commercial mortgage cases. This will enable both wealth advisers and mortgage brokers alike to benefit from further referrals and meet all of their client’s needs.
