Financial Security Advisor

7 days ago

West Midlands, United Kingdom Quilter Financial Planning Full time

Job Opportunity at Quilter Financial Planning

We are seeking a highly skilled and dedicated Protection Adviser to join our team on a self-employed basis. As a key member of our team, you will play a vital role in providing high-quality protection advice to our valued clients.

Your Key Responsibilities:

  • Provide expert protection advice to clients, ensuring their financial security and peace of mind.
  • Conduct thorough fact-finding to understand clients' current finances, needs, and future aspirations.
  • Embody our company values and promote them effectively, aligning with our brand.
  • Stay up-to-date with industry developments and maintain the required level of knowledge to excel in the role.
  • Deliver outstanding customer outcomes, prioritizing clients' needs and satisfaction.

Requirements:

  • CeMAP or relevant qualification.
  • A positive attitude and trustworthy ethos.
  • Excellent client-orientated skills, with high customer service standards and effective communication.
  • The ability to explain complex information clearly and simply.
  • Efficiently complete all necessary documentation, adhering to company processes and timeframes.

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