Protection Adviser

3 weeks ago

Swansea, United Kingdom Foligno & Co Full time

**THIS IS A SELF EMPLOYED/SUBCONTRACTED ROLE WITH GENEROUS COMMISSION SPLITS - PLEASE DO NOT APPLY UNLESS YOU ARE LOOKING FOR SELF EMPLOYED WORK**

Protection Adviser

**Headquarters**: Swansea but can work remotely

**Commission Split**:Negotiable, **up to** 80% dependent on experience. **For senior positions, this could be more.**

**OTE differences in commission**:A typical £30,000 per annum commission turnover could take home £3000 per year more with our splits.

We are thrilled to announce that our growing firm is seeking its first Protection Adviser to join our dynamic team. With cutting-edge technology at our core, we are revolutionising the way clients secure mortgages and protect their investments.

At our firm, we believe in leveraging the power of the latest tech innovations to provide our clients with exceptional service and streamline protection process.

As our Protection Adviser, you will have the chance to work with state-of-the-art tools and software, enabling you to deliver unparalleled advice and solutions to our clients.
- We understand the importance of flexibility and work-life balance. Therefore, this role offers the option to work remotely or utilise our brand-new office, currently under development in Mumbles, Swansea._
- Social Media Package & Online Prescence Management.
- Be part of our joint podcast venture with a well known Estate Agent.
- Be part of our own local property (coffee morning) surgeries OR let us help you start your own locally to you.
- Market leading CRM system - Smart365.
- We listen to you, we love and are open to new ideas. Be a part of our growth and come up with your own Ideas to help us, put a stamp on your CV that says "I did that".

**Responsibilities**:

- Provide expert protection advice to clients, understanding their financial goals, and recommending suitable mortgage products. Conduct thorough assessments of clients' financial circumstances to determine affordability and risk profiles. Research and stay up-to-date with mortgage market trends, products, and regulatory changes.
- Collaborate with the team to develop innovative strategies and processes to enhance our service offerings.
- Utilise our advanced technology platforms to maximise efficiency and deliver exceptional customer experiences.

**Qualifications**:

- Proven experience as a Protection Adviser, preferably in a fast-paced and client-focused environment.
- Strong knowledge of Protection & Insurance products, regulations, and the broader financial services industry.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Proficiency in utilising technology platforms and software to enhance productivity and client service.
- Ability to work independently and as part of a collaborative team.
- Flexibility to adapt to changing market conditions and client needs.
- Understand the need of being compliant and abiding by our own and FCA rules on conduct and integrity.

**Negotiable Commission Split.**

**Salary**: £25,000.00-£80,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Financial planning services
- Flexitime
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: Hybrid remote in Swansea

Reference ID: FOLI1

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