Risk Adviser

3 weeks ago


Wales, United Kingdom Owl Financial Full time

Owl Financial is a UK-wide advice business that is focused on providing personalized financial protection. We deliver professional, face-to-face service and ensure that our advisers are trained to a high standard. Our licensed team recommends a range of financial protection products, including life cover, critical illness cover, accident protection, income protection, home insurance, and landlord's cover. We can assist with commercial insurance, private medical insurance, wills, and lasting power of attorney. Owl Financial is a trading style of Openwork, one of the UK's largest networks of financial advisers.


  This is a full-time remote/hybrid role as an Adviser at Owl Financial. As an Adviser, you will be responsible for providing personalized financial protection advice to clients. You will also offer guidance on commercial insurance, private medical insurance, wills, and lasting power of attorney. The role involves both in-person meetings and remote work options.


 Proven experience in providing financial advice and understanding of financial protection products
Strong knowledge of mortgages, home insurance, and landlord's cover
Knowledge of commercial insurance, private medical insurance, wills, and lasting power of attorney is a plus



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