Protection Advisor
2 days ago
Harris Begley Financial Planning, a leading business of Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team in the South West.
As a Protection Adviser, you will be responsible for providing high-quality protection advice to clients, fact-finding to understand their financial needs, and promoting company values and brand effectively.
Key responsibilities include:
- Providing professional protection advice to clients
- Fact-finding to establish client finances, needs, and aspirations
- Embracing company values and promoting the brand
- Maintaining professional development and knowledge required for the role
- Ensuring outstanding customer outcomes
Requirements:
- CeMAP or relevant qualification
- Positive attitude and excellent team player
- Client-orientated with high customer service skills and communication
- Ability to explain complex information clearly and simply
- Minimum 2-5 years experience
Benefits:
- Basic Salary £22K-32K Depending on experience - OTE £40-60K+Uncapped
- Qualified Referrals
- 25 Days Holiday
- Pension
- Death in Service x2 Salary
Join Harris Begley Financial Planning and contribute to their success in providing exceptional financial services to clients.
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Protection Advisor
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Truro, Cornwall, United Kingdom Quilter Financial Planning Full timeProtection Adviser OpportunityHarris Begley Financial Planning, a leading business of Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team in the South West.With over 20 years of experience, the company has established a strong presence in Truro and Penzance, offering a range of financial services, including mortgage,...
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Truro, Cornwall, United Kingdom Quilter Financial Planning Full timeProtection Adviser OpportunityHarris Begley Financial Planning, a leading business of Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team in the South West.With over 20 years of experience, the company has established a strong presence in Truro and Penzance, offering a range of financial services, including mortgage,...
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