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Protection Specialist

2 months ago

Truro, Cornwall, United Kingdom Quilter Financial Planning Full time
Job Opportunity

Harris Begley Financial Planning, a leading business of Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team in the South West.

With over 20 years of experience, the company has established a strong presence in Truro and Penzance, offering a range of financial services, including mortgage, protection, and wealth advice.

The successful candidate will be responsible for providing high-quality protection advice, conducting thorough fact-finding to understand clients' needs, and promoting company values and brand effectively.

Key responsibilities include:

  • Providing expert protection advice to clients
  • Fact-finding to establish clients' current finances and future aspirations
  • Embracing company values and promoting them effectively
  • Maintaining professional development and knowledge required for the role
  • Ensuring outstanding customer outcomes

Requirements:

  • CeMAP or relevant qualification
  • Positive attitude and excellent team player
  • Client-orientated with high customer service skills and communication
  • Ability to explain complex information clearly and simply
  • Minimum 2-5 years of experience

Benefits:

  • Basic Salary £22K-32K Depending on experience - OTE £40-60K+Uncapped
  • Qualified Referrals
  • 25 Days Holiday
  • Pension
  • Death in Service x2 Salary