Insurance Specialist

3 weeks ago


Cardiff, Cardiff, United Kingdom A-Plan Full time

About A-Plan

We're a highly successful organisation that's passionate about using insurance as a tool to build resilience for individuals, businesses, and communities. Our collective power is helping us to change the insurance narrative, doing right by our clients while making a positive impact on the world around us.

About the Role

We're looking for an Insurance Advisor to join our team, someone who will be responsible for building rapport with new and existing clients and working closely with the Branch Manager to achieve objectives. This is a great opportunity to join a dynamic organisation where you'll be provided with full training on the job and the chance to gain industry-recognised qualifications.

Key Responsibilities

  • Building relationships with clients and understanding their requirements
  • Providing tailor-made solutions to clients' unique needs
  • Working closely with the Branch Manager to achieve objectives
  • Supporting the growth and development of the team

What We Offer

We believe that great work and dedication should be rewarded, that's why we offer:

  • 22 days holiday (plus bank holidays), increasing through length of service
  • A set of core benefits, designed with your health and financial protection in mind:
    • Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen
    • Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury
    • Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025
    • Access to a Healthcare Cashplan, which gives you access to a variety of health-related benefits
  • Access to a host of lifestyle and financial benefits that you can choose from:
    • Discounts on gym membership across the UK
    • Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase
    • Access to discounted personal health policies - Critical illness, private medical, dental plans
    • A range of insurance products available commission-free, including home, motor, travel, and specialist vehicles
    • Access to hundreds of high-street retailer discounts
    • Employee Assistance Programme (EAP) to support employees outside of work


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