Protection Specialist

2 days ago


West Midlands, United Kingdom Quilter Financial Planning Full time
Job Opportunity at Quilter Financial Planning

We are seeking a skilled Protection Adviser to join our team on a self-employed basis. As a key member of our team, you will be responsible for providing high-quality protection advice to our valued clients.

Key Responsibilities:

  • Conduct thorough fact-finding to understand clients' current finances, needs, and future aspirations.
  • Develop and implement effective protection strategies to meet clients' goals.
  • Embody our company values and promote them effectively to clients.
  • Maintain and enhance your professional knowledge and skills through regular development.
  • Deliver outstanding customer outcomes and ensure seamless communication with clients.

Requirements:

  • CeMAP or relevant qualification.
  • Positive attitude, trustworthy ethos, and excellent customer service skills.
  • Ability to explain complex information clearly and simply.
  • Efficient completion of necessary documentation within required timeframes.

About Us:

Quilter Financial Planning is an award-winning member of the Quilter Financial Planning network, with a loyal client base and a family-like atmosphere. We pride ourselves on building trust, providing peace of mind, and putting clients' interests at the heart of everything we do.


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