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
o First time buyers
o Ensuring you have the right life insurance
o Taking out pension for the first time
o Creating a financial plan
o Wealth creation (middle adulthood)
*
o Someone who has been employee a few times and has 3-4 pension to consolidate
o Taking Tax free cash
o Re-mortgaging / buying a second property/ paying off debts / making sure protection plan is still suitable
o making the most of a lump sum of money such as a redundancy payment or an inheritance.
* Wealth Management (retired clients)
o Making sure clients investments continue to grow – asset protection
o IHT planning / estate plan
o Equity release
o Tax planning
o 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