Protection Advice Expert

3 days ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

We are looking for a highly skilled Protection Adviser to join our Quilter Financial Planning network. As a Protection Adviser, you will be responsible for providing expert protection advice to clients, identifying their insurance needs, and recommending suitable solutions.

Key responsibilities include:

  • Fact-finding to understand clients' current finances, needs, and future aspirations
  • Providing high-quality protection advice and recommendations
  • Maintaining accurate records and completing necessary documentation
  • Participating in regular professional development to stay up-to-date with industry developments

The estimated salary for this role is £45,000 - £65,000 per annum, depending on experience. We offer a range of benefits, including flexible working arrangements and access to cutting-edge technology.

If you are a motivated and customer-focused individual with a passion for protection advice, we encourage you to apply.



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