Employed Financial Adviser

Quilter; Horsham; On-site; GBP 35,000 - 60,000; Full time

Job summary

A leading financial services company is seeking a Financial Planner to customize financial plans for clients and provide expert advice on financial issues. Responsibilities include building client relationships and maintaining knowledge of regulations. The ideal candidate will have a diploma in Financial Services and proven experience.

Benefits

Salary + bonus + benefits

Support with further qualifications

Mentoring and guidance

Company car

Laptop

Mobile

Pension

Qualifications

• Proven experience as a financial planner
• Ability to analyze financial information
• Outstanding communication skills

Responsibilities

• Customize financial plans according to clients' needs
• Advise clients on financial issues and make recommendations
• Build strong relationships to retain existing clients

Skills

Analytical skills

Attention to detail

Communication skills

Customer-oriented attitude

Education

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

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Quilter provided pay range

This range is provided by Quilter. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  IT Services and IT Consulting

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