Protection Specialist
1 month ago
Harris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.
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
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Truro, Cornwall, United Kingdom Quilter Financial Planning Full timeHarris Begley Financial Planning, a leading business within Quilter Financial Planning, is a renowned provider of mortgage, protection, and wealth advice services in the South West region.To excel in this role, you will require qualifications, skills, and relevant experience, as outlined in the detailed description below.This esteemed company has been in...
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Truro, United Kingdom Quilter Financial Planning Full timeHarris 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...
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Truro, United Kingdom Quilter Financial Planning Full timeHarris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.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...
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Truro, United Kingdom Quilter Financial Planning Full timeHarris 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...
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Truro, United Kingdom Quilter Financial Planning Full timeHarris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.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...
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Truro, United Kingdom Quilter Financial Planning Full timeHarris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West. 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...
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Protection Specialist
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truro, United Kingdom Quilter Financial Planning Full timeJob DescriptionHarris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.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...
