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Financial Adviser jobs in Waterlooville

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Job Post Details

Financial Adviser
Redwood Financial Family Wealth & Estate Planners Ltd
·
4.8
Whiteley PO15 7AF
£70,000 - £75,000 a year
Permanent, Full-time
Apply now

Job details

£70,000 - £75,000 a year
Referral programme, Financial planning services, Annual leave, Employee discount, Free parking, Profit sharing, Company pension, Private medical insurance
Permanent, Full-time
Whiteley PO15 7AF

Full job description

About Us

Redwood Financial is a family-owned, independent Financial and Estate Planning business. We build lasting relationships with Clients and aim to make complex decisions feel clear and manageable. Our values of Trust, Pride and Passion guide both the advice we give and the way we work with each other.

The Opportunity

We are now seeking an experienced Financial Adviser to join our friendly team. You’ll service our existing Client base through regular annual reviews and meet new Clients referred through leads generated by the business.

Key Responsibilities

· Deliver fantastic service and advice to all redwood clients

· Build referrals and google reviews from delighted clients

· Ensure the best and right outcomes for our clients every time

· Develop yourself, your knowledge and your skills as an adviser

The Successful Candidate

- Have a minimum of 5 years’ experience providing Financial advice

- Hold a minimum Level 4 Diploma in Regulated Financial Planning or an equivalent recognised qualification

- Communicate clearly and enjoy working closely with colleagues.

- Take pride in giving Clients clear, high-quality advice.

- Be Chartered or be working towards Chartered status; this is not essential.

There is also scope for the successful candidate to broaden their knowledge and extend their advice into the Estate Planning area of the business which we feel complements and enhances the Financial advice we are able to provide.

What We Offer

- Private health cover

- One to one professional coaching sessions – weekly check-ins and a dedicated 90-minute coaching session each month

- CPD time included within working hours

- Support from the wider team in the following areas: administration, case management and paraplanning

- 1 dedicated admin day per week (no Client meetings)

- Free on-site parking

- 25 days’ annual leave (plus bank holidays), 2x family days per year and birthday day off. From the January following the first year of service, annual leave increases from 25 to 30 days.

- We will cover the cost of relevant professional membership, such as the Personal Finance Society, and support your ongoing CPD

- Regular team activities, a summer BBQ and Christmas party, and complimentary refreshments and snacks

- Christmas and work anniversary gifts

- A free Will and Lasting Powers of Attorney for you and, where applicable, your spouse (registration fees excluded); and discounted financial and estate planning work for friends and family.

If this position is of interest to you, please apply by submitting your CV either via Indeed or by emailing Helen@RedwoodFinancial.co.uk

Pay: £70,000.00-£75,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Employee discount
  • Financial planning services
  • Free parking
  • On-site parking
  • Private medical insurance
  • Profit sharing
  • Referral programme

Work Location: In person

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