Overview
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
Responsibilities
* Prepare sound financial plans to ensure clients meet their targets
* Customise financial plans according to clients’ changing needs
* Advise clients on current financial issues and make recommendations
* Generate new business and build introducer relationships
* Build strong relationships to retain existing clients
* Maintain and update knowledge of regulations, practices, and financial products
About You / Qualifications
* 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
Experience Areas / Client Segments
* 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)
* Taking Tax free cash
* Remortgaging / 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)
* Ensuring client investments continue to grow – asset protection
* IHT planning / estate planning
* 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
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