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Just Wealth Launches ESG Training Programme

Financial advice firm and partner to Just Mortgages, Just Wealth has recently enhanced its training programme to support its self-employed advisers’ knowledge of environmental, social and governance (ESG) investing.

The new programme is being delivered in partnership with network, The Openwork Partnership, whose Client Portfolio Manager is delivering the bespoke webinar for the Just Wealth advisers.

The training covers the factors that go into determining a businesses’ ESG rating and how to talk to clients who are interested in sustainable investing, so that their ethical requirements can be met.

The popularity of ESG funds has increased exponentially over recent years. In the first half of 2021, of 80 exchange-traded funds and mutual fund launches in the UK, 37 were ESG vehicles, up from just 17 ESG launches in the entirety of 2017 according to Refinitiv Lipper.

Interest is particularly high with younger generations, with a recent study by Prudential finding 60 per cent of millennials said the pandemic has increased their appetite for sustainable investments, so it is crucial advisers are well-versed in discussing the subject.

David Magee, Head of Wealth at Just Wealth commented: “Investors are more interested than ever in ensuring their money is having a positive impact on the planet, so it is crucial our advisers can give knowledgeable guidance on the subject.

“By working with closely with Openwork’s exceptional Investment Managers, we can provide Just Wealth advisers with all the expertise they need to deliver ESG advice. One of the key benefits that Just Wealth provides is the continual investment in developing our team, and this course helps to ensure we can discuss this subject matter accurately and confidently within our holistic advice to clients.”

Rohit Vaswani, Client Portfolio Manager at The Openwork Partnership added; “It is crucial that financial advisers are continually learning and keeping on top of the latest trends. ESG has moved beyond a niche topic that a select few investors are interested in and has become mainstream. It has grown in importance to the stage now that the question is no longer whether a financial institution should take ESG factors into account, but rather when and how. Our training will ensure the Just Wealth team can deliver expert advice, and give them all the tools they need to advise on ethical investing.”

The training programme is the latest benefit for Just Wealth’s team of self-employed financial advisers. Just Wealth supports the advisers with ongoing training, compliance, mentoring and marketing advice, as well as providing them with leads.

The leads are being shared from sister-firm Just Mortgages’ client database.  Just Mortgages has an existing pool of more than 40,000 clients, and this generates a vast number of opportunities for wealth advice, as each Just Wealth financial adviser receives leads from Just Mortgages’ brokers.