What are the responsibilities and job description for the Employed Financial Adviser position at Quilter?
Story of Redwood
Salary bonus benefits
Support With Further Qualifications
Mentoring and guidance
Huge growth potential.
The role includes company car, mobile, laptop and pension
- 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
- 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
- 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
- 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
- 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
Salary bonus benefits
Support With Further Qualifications
Mentoring and guidance
Huge growth potential.
The role includes company car, mobile, laptop and pension