Financial Protection Consultant

3 weeks ago


West Midlands, United Kingdom Quilter Financial Planning Full time

Quilter 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, fostering trust, ensuring peace of mind, and prioritizing our clients' interests in every aspect of our work.

We are pleased to present an excellent opportunity for a Financial Protection Consultant to operate on a Self-Employed Basis.

Key Responsibilities:

Deliver high-quality and professional Protection guidance.

Conduct thorough fact-finding to understand the client's financial status, needs, and future goals.

Uphold and advocate for company values while effectively representing the brand.

Engage in ongoing professional development to maintain the requisite knowledge for the role.

Ensuring outstanding customer outcomes is always our primary focus.

Required Skills:

Possession of CeMAP or a relevant qualification.

A positive demeanor and a trustworthy character.

Client-focused with exceptional customer service abilities and communication skills.

Capability to articulate complex information in a clear and straightforward manner.

Ensure all necessary documentation is completed accurately and promptly, adhering to company protocols.



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