Protection Adviser, Knight Frank Finance

1 month ago

London, United Kingdom Knight Frank Full time

Reference No- 29043- Job Title- Protection Adviser, Knight Frank Finance- Type- Permanent- Salary Range- Competitive- Division- Residential- Sub Division- Knight Frank Finance- Department- Knight Frank Finance London (10000980)- Location- 55 Baker StreetBased from our Global HQ in 55 Baker Street, Knight Frank Finance are looking to hire a Protection Adviser to join the London team.

As the business is regulated by the FCA the person will be held will be accountable for their responsibilities in giving advice and recommending products.

**Responsibilities**
- Making contact with all opportunities referred from the Knight Frank Finance mortgage team
- Meeting the objectives and targets set out in the annual business plan, agreed with line manager and business 3. To complete a full Fact-Find on the CRM system to establish the client’s current finances and future needs and preference, which demonstrates Knowing Your Client (KYC) and that the client is central to the advice and recommendation
- Explain the service clearly to a potential Knight Frank Finance client from the outset, explaining the service we provide and our regulatory status as per the terms of business
- Provide the client with all required documentation as stated in the sales process
- Ensuring that you follow the Knight Frank Finance protection policy and procedure from initial client contact to placing policy on risk
- All clients are verified and certified before submitting business to protection providers
- Ensuring all client communication is documented on the CRM system to provide full audit trail

**Accountability**
- All documentation to support the advice and recommendation
- Adhere to the AML policy and report any potential risk to the Compliance officer
- Adhere to the Data protection policy, which means maintaining a clear desk policy
- Ensure all remedial action are completed within 7 days
- All notes and documentation are added to the company CRM system
- Delivering to your annual business plan
- Any regulatory breach is reported to compliance
- Maintain product and industry knowledge to remain competent in the industry

**Protection**
- Terms of business
- Specific Illustration
- Key Feature Document
- Fact find completed
- Signed declaration by both clients
- Demands & Needs letter sent to all clients within 3 days of submitting to provider or the day the policy is placed on risk

**_#1 #LI-MF1_

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