Employed Financial Adviser
Quilter Financial Planning
Location
Horsham, West Sussex | United Kingdom
Job description
Story of Redwood
- Nick Tasquier started his career in financial services in 1991 with Pearl Assurance. As his career progressed and the needs of his client changed he saw the need to offer a broader level of advice and set up his first partnership.
- Redwood Financial Services was set up in 2013 by Nick. Dan joined the business soon after managing our new and existing mortgage clients. Redwood now has 3 financial advisers and 2 mortgage advisers servicing our current and new clients. They are supported by 2 technical paraplanners and 3 support staff.
- Redwood continues to put clients at the forefront of our business, guiding them through every step of the way making process easy and transparent.
- We provide modern advice techniques with old fashion customer service.
- As we understand clients time is precious we can offer online video meetings. Also, face to face and meetings at our offices in Foundry Court, Horsham
Requirements
- All leads are professionally introduced through a robust lead generation process
- Attractive remuneration terms
- Full paraplanning and admin support
- Market focused training provided
- Business and personal development
- An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
- National coverage.
- Many great opportunities for Advisers to really maximise their earning potential.
- Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
- Prepare sound financial plans to ensure clients meet their targets
- Advise clients on current financial issues and make recommendations
- Generate new business and build introducer relationships
The Role:
- Customise financial plans according to clients’ changing needs
- Build strong relationships to retain existing clients
- Maintain and update knowledge of regulations, practices, and financial products
About You:
- Proven experience as a financial planner
- Ability to analyse financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Diploma in Financial Services
- Happy to learn from the senior advisers
Varied client base
- First financial steps
- First time buyers
- Ensuring you have the right life insurance
- Taking out pension for the first time
- Creating a financial plan
- Wealth creation (middle adulthood)
- Someone who has been employee a few times and has 3-4 pension to consolidate
- Taking Tax free cash
- Re-mortgaging / buying a second property/ paying off debts / making sure protection plan is still suitable
- making the most of a lump sum of money such as a redundancy payment or an inheritance.
- Wealth Management (retired clients)
- Making sure clients investments continue to grow – asset protection
- IHT planning / estate plan
- Equity release
- Tax planning
- Long term care
Benefits
Salary + bonus + benefits
Support with further qualifications
Mentoring and guidance
Huge growth potential.
The role includes company car, mobile, laptop and pension
Job tags
Salary
