Protection Specialist

6 days ago


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

We 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 and promoting them effectively alongside our brand.
  • Completing regular professional development to maintain the required level of knowledge.
  • Ensuring outstanding customer outcomes are always our priority.

Requirements:

  • CeMAP or relevant qualification.
  • A positive attitude and trustworthy ethos.
  • Client-orientated with high customer service skills and communication.
  • The ability to explain complex information clearly and simply.

We are proud members of the Quilter Financial Planning network and offer a holistic approach to financial services. If you are passionate about delivering exceptional customer outcomes, we encourage you to apply for this exciting opportunity.


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