Financial Services Advisor

13 hours ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

At Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.

We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.

This role involves utilizing expertise to provide high-quality advice and excellent customer outcomes, with a salary range of £40,000 - £60,000 per annum dependent on experience.

About the Opportunity:

We seek a talented Protection Adviser who can:

  • Provide professional protection advice to clients
  • Effectively fact-find to establish client needs and aspirations
  • Maintain up-to-date knowledge through regular professional development
  • Embody company values and promote them effectively

The ideal candidate will possess a CeMAP or relevant qualification, have a positive attitude, and exceptional customer service skills.

Key Responsibilities:
  • Explaining complex information clearly and simply to clients
  • Ensuring all necessary documentation is completed efficiently and accurately
  • Developing strong relationships with clients to deliver outstanding customer outcomes

The estimated salary for this role is £52,000 based on industry standards.



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