Just Wealth has enhanced its training for both new and existing wealth advisers.

The improved training breaks down the advice journey to focus on the fundamentals of building strong client relationships.

It covers key areas such as interview training, techniques, and question styles to enable advisers to gather the right information and understand the client’s circumstances and goals.

Just Wealth new training follows a series of skills sessions to continue building adviser knowledge.

The firm recently hosted, in partnership with Prudential and Octopus Investments, four adviser workshops covering key 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.

The focus on training comes as Just Wealth continues to see high demand from Just Mortgages and its clients for wider financial advice.

Through the new Just Refer portal, brokers from its sister firm Just Mortgages continue to refer clients to Just Wealth for support with the likes of pensions, savings, and investments.

It said 2023 was a record year for client referrals with nearly two thousand referrals from across its nationwide network of 650 mortgage brokers.

Just Wealth head of wealth Dave Magee 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.”

Head of learning and development Rodney Sloan added: “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.”

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