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Redwood Financial Family Wealth & Estate Planners Limited
Category: Financial Services, Size: 1-10
FINANCIAL PLANNER: Redwood Financial Family Wealth & Estate Planners Limited
An opportunity has arisen for a talented, enthusiastic individual to join a successful and dynamic organisation. This role will suit an individual who has a passion to deliver consistent and exceptional service and who wishes to develop their career. Redwood Financial Family Wealth & Estate Planners Limited offers a rewarding career for the right individual. The successful candidate will have a can do attitude and be able to work as part of a team. Please visit the website for further information about this role.
Position: Financial Planner
Location: Waterlooville
Hours: Full Time
Salary Guide: £25,000 – £60,000
Last Updated: 30 August 2024
Job Category: Financial Services
Financial Planner Role:
A Financial Planner, or Financial Adviser is responsible for providing clients with expert financial advice to encourage financial growth and stability. Duties include recommending pension plans, managing investment portfolios and developing financial forecasts.
Other Duties:
- Advising individuals on the best savings accounts, best interest rates and best opportunities to expand their existing wealth through banks and other financial tools
- Managing client investment portfolios to ensure continued stability and growth of wealth funds
- Recommending pension plans and retirement schemes on an individual basis and on a company-wide basis
- Assisting clients to become financially solvent, avoid debt or consolidate existing debts into more manageable payments
- Analysing finances and providing clients with financial forecasts for the future
- Keeping informed and up to date on current market trends and predictions
- Developing relationships to retain clients and grow their client base
- Working within the financial laws and regulations of the UK
