Financial Security Advisor

6 days ago

Co West Midlands, United Kingdom Quilter Financial Planning Full time

About Quilter Financial Planning

Quilter Financial Planning is a leading provider of financial services, renowned for its commitment to excellence and customer satisfaction.

Job Summary

We are seeking a highly skilled and motivated Protection Adviser to join our team on a self-employed basis.

Key Responsibilities

  • Provide expert protection advice to clients, ensuring their financial security and peace of mind.
  • Conduct thorough fact-finding to understand clients' financial needs and goals.
  • Embody the company's values and promote them effectively to clients and colleagues.
  • Stay up-to-date with industry developments and maintain the highest level of knowledge and expertise.
  • Deliver exceptional customer outcomes, prioritizing client satisfaction and well-being.

Requirements

  • CeMAP or equivalent qualification.
  • A positive attitude, trustworthy ethos, and excellent communication skills.
  • Ability to explain complex information in a clear and concise manner.
  • Efficient and precise completion of documentation, adhering to company processes and timelines.

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