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Protection Specialist

2 months ago

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

Harris Begley Financial Planning, a leading business within Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team.

This is an excellent opportunity for a professional to work in a dynamic environment, providing high-quality protection advice to clients.

Key Responsibilities
  • Provide expert protection advice to clients, ensuring their financial security and well-being.
  • Conduct thorough fact-finding to understand clients' current financial situations, needs, and future goals.
  • Embody the company's values and promote them effectively, aligning with the Quilter Financial Planning brand.
  • Maintain and enhance professional knowledge through regular development and training.
  • Deliver outstanding customer outcomes, prioritizing clients' needs and satisfaction.
Requirements
  • CeMAP or equivalent qualification.
  • A positive attitude, excellent teamwork skills, and a client-centric approach.
  • Strong communication and interpersonal skills, with the ability to explain complex information clearly.
  • Efficient and precise completion of necessary documentation, meeting deadlines.
  • Minimum 2-5 years of experience in a related field.
Benefits
  • Competitive basic salary, ranging from £22,000 to £32,000, depending on experience.
  • Uncapped OTE, with potential earnings exceeding £60,000.
  • Qualified referrals.
  • 25 days of annual leave.
  • Pension scheme.
  • Death in Service benefit, equivalent to two times the annual salary.