Protection Specialist

2 days ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time
Join Our Team as a Protection Adviser

Quilter Financial Planning is a leading provider of financial services, and we are seeking a skilled Protection Adviser to join our team on a self-employed basis.

About the Role

We are looking for a highly motivated and experienced Protection Adviser to provide high-quality advice to our clients. As a Protection Adviser, you will be responsible for:

  • Providing expert advice on protection products and services
  • Conducting thorough fact-finding to understand clients' financial needs and goals
  • Developing and maintaining strong relationships with clients
  • Staying up-to-date with industry developments and best practices

Requirements

To be successful in this role, you will need:

  • A CeMAP or relevant qualification
  • A positive attitude and trustworthy ethos
  • Excellent communication and customer service skills
  • The ability to explain complex information clearly and simply

What We Offer

We offer a competitive package, including:

  • A self-employed basis, allowing you to work flexibly
  • Ongoing training and development opportunities
  • A supportive and collaborative team environment

Apply Now



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