Protection Specialist

2 weeks ago


West Midlands, United Kingdom Quilter Financial Planning Full time
Job Opportunity at Quilter Financial Planning

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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