Financial Services Advisor
13 hours ago
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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