Risk Management Advisor

3 days ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time
Job Overview

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:

  1. Delivering exceptional customer service and building strong relationships with clients.
  2. Conducting thorough fact-finding exercises to understand clients' financial needs and goals.
  3. Staying up-to-date with industry developments and maintaining the highest level of knowledge required for the role.
  4. 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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