Risk Management Advisor
3 days ago
Quilter Financial Planning is a prestigious network of financial experts, renowned for their exceptional client care and commitment to excellence. We are seeking an experienced Protection Adviser to join our team on a self-employed basis.
This is an outstanding opportunity for a motivated professional to work closely with our dedicated back-office support staff, providing high-quality protection advice to valued clients.
Your key responsibilities will include:
Key Responsibilities:
- Delivering exceptional customer service and building strong relationships with clients.
- Conducting thorough fact-finding exercises to understand clients' financial needs and goals.
- Staying up-to-date with industry developments and maintaining the highest level of knowledge required for the role.
- Embodying our company values and promoting them effectively to clients and colleagues alike.
We offer a competitive £50,000 - £70,000 per annum, depending on experience, plus opportunities for professional development and growth.
Requirements:
- CeMAP or relevant qualification.
- A positive attitude and trustworthy ethos.
- Excellent communication and interpersonal skills.
- The ability to explain complex information clearly and simply.
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