Financial Protection Consultant
3 weeks ago
Quilter Financial Planning is a distinguished entity within the financial services sector, renowned for its commitment to client satisfaction and comprehensive financial solutions.
As part of a collaborative team that includes dedicated administrative support, our Protection and Wealth Advisers are dedicated to delivering a holistic financial service experience. We emphasize a familial atmosphere, fostering trust, ensuring peace of mind, and prioritizing our clients' interests in every interaction.
We are excited to present a remarkable opportunity for a Financial Protection Consultant to operate on a Self-Employed Basis.
Key Responsibilities:
Deliver exceptional and professional Protection guidance.
Conduct thorough fact-finding to assess the client's financial status, needs, and future goals.
Embody company values and effectively represent them alongside our brand.
Engage in continuous professional development to maintain the necessary expertise for the role.
Ensuring outstanding customer outcomes remains our top priority.
Required Skills:
Possession of CeMAP or a relevant qualification.
A positive mindset and a trustworthy approach.
Client-focused with exceptional customer service and communication abilities.
Capability to articulate complex information in a clear and straightforward manner.
Ensure all required documentation is completed accurately and within designated timeframes, adhering to company protocols.
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Financial Protection Consultant
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West Midlands, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a distinguished member of the Quilter Financial Planning network, recognized for its exceptional service and a strong, loyal clientele.In collaboration with a committed back-office support team, our Mortgage, Protection, and Wealth Advisers deliver a comprehensive suite of financial services. We emphasize a familial atmosphere,...
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