Protection Specialist
2 weeks ago
We are seeking a skilled Protection Adviser to join our team on a self-employed basis.
As a Protection Adviser, you will be responsible for providing high-quality protection advice to our clients, fact-finding to establish their current finances and needs, and promoting our company values and brand.
Key responsibilities include:
- Providing professional protection advice and guidance to clients
- Effective fact-finding to understand client needs and aspirations
- Embracing company values and promoting them to clients
- Maintaining professional development and knowledge required for the role
- Delivering outstanding customer outcomes
Requirements:
- CeMAP or relevant qualification
- Positive attitude and trustworthy ethos
- Client-orientated with high customer service skills and communication
- Ability to explain complex information clearly and simply
- Efficient completion of necessary documentation
We are looking for a motivated and skilled individual who can provide excellent protection advice and guidance to our clients.
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Protection Specialist
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Protection Specialist
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West Midlands, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection SpecialistFour Oaks Financial Services is a leading provider of financial services, proud to be a member of the Quilter Financial Planning network. We have a strong reputation for delivering exceptional client experiences and building long-term relationships.As a Protection Specialist, you will work closely with our dedicated...
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West Midlands, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection SpecialistFour Oaks Financial Services is a leading provider of financial services, proud to be a member of the Quilter Financial Planning network. We have a strong reputation for delivering exceptional client experiences and building long-term relationships.As a Protection Specialist, you will work closely with our dedicated...
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Protection Specialist
1 week ago
West Midlands, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection SpecialistFour Oaks Financial Services is a leading provider of financial services, proud to be a member of the Quilter Financial Planning network. We have a strong reputation for delivering exceptional client experiences and building long-term relationships.As a Protection Specialist, you will work closely with our dedicated...
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West Midlands, United Kingdom PPR Social Care Full timeJob Title: Child Protection SpecialistHours: 37hrsJob Role:To convene and chair Looked After Children's Reviews, Child Protection Conferences, Position of Trust Meetings, Secure Accommodation Reviews, Remand Reviews and Complex Strategy Meetings within the prescribed time-scales as required by the demands of the service.Ensure effective practical...
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Protection Specialist
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West Midlands, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
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2 months ago
West Midlands, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
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West Midlands, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
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west midlands, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
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4 weeks ago
West Midlands, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled Protection Adviser to join our team on a Self-Employed Basis.As a key member of our team, you will be responsible for providing high-quality Protection advice to our valued clients.Your duties will include:Fact-finding to establish clients' current finances, needs, and future aspirations.Embracing our company values...
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4 weeks ago
West Midlands, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled Protection Adviser to join our team on a Self-Employed Basis.As a key member of our team, you will be responsible for providing high-quality Protection advice to our valued clients.Your duties will include:Fact-finding to establish clients' current finances, needs, and future aspirations.Embracing our company values...
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