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Protection Advisor
2 months ago
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, and promoting company values and brand.
Key Responsibilities:
- Deliver exceptional protection advice to clients
- Effectively fact-find to understand client needs and aspirations
- Embody company values and promote the brand
- Stay up-to-date with industry developments and maintain professional knowledge
- Ensure 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
- 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
