Protection Specialist
2 days ago
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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