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Protection Specialist

2 months ago

Truro, United Kingdom Quilter Financial Planning Full time

Harris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.



Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.

They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.


They are offering an outstanding opportunity for a Protection Adviser to work on an Employed Basis


Your duties will include:

Provide high quality and professional Protection advice

Fact-find effectively to establish the client’s current finances, needs and future aspirations.

Embrace company values and promote them effectively alongside the brand.

Completing regular professional development and maintaining the level of knowledge required for the role.

Outstanding customer outcomes are always our priority


Skills:

CeMAP or relevant qualification

A positive attitude and excellent team player

Client-orientated with high customer service skills and communication

The ability to explain complex information clearly and simply

Ensuring that all necessary documentation is completed efficiently, precisely and within the required timeframes

Minimum 2-5 years experience


Benefits:

Basic Salary £22K-32K Depending on experience - OTE £40-60K+Uncapped

Qualified Referrals

25 Days Holiday

Pension

Death in Service x2 Salary