Protection Specialist

20 hours ago


Sittingbourne, Kent, United Kingdom Tallgrass Recruitment Limited Full time
Protection Advisor Job Description

At Tallgrass Recruitment Limited, we are seeking a skilled Protection Advisor to join our team. As a key member of our team, you will play a crucial role in providing expert financial advice and exceptional customer service to our clients.

Key Responsibilities:
  • Customer-Centric Financial Advice: Provide tailored financial advice to customers, recommending suitable products such as income protection, critical illness cover, and life insurance.
  • Sales and Relationship Building: Complete sales calls with customers, providing regulated advice and following up on leads. Build meaningful relationships and contribute to a shared mission of financial empowerment.
  • Lead Management: Work with leads from customers transacting for first or second charge mortgages. Collaborate with back-office support to focus on advising, while maintaining high-performance standards.
  • Compliance and Industry Standards: Stay up-to-date with FCA regulations and industry changes. Ensure all compliance protocols are followed and maintain high standards of customer care and performance.
What You'll Offer:
  • Attention to Detail: Ability to focus on providing the best financial solutions for customers.
  • People Skills: Great communication and relationship-building skills.
  • Driven and Enthusiastic: A motivated and goal-oriented mindset to meet performance targets.
  • Compliance Knowledge: Stay informed about industry regulations and evolving FCA requirements.
  • Commitment to Continuous Professional Development (CPD): Maintain professional competence and adhere to compliance feedback.


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