Financial Planning Advisor
2 days ago
We are looking for a skilled Protection Review Consultant to join our team in Hamilton, South Lanarkshire. As a Protection Adviser, you will work closely with our clients to understand their financial goals and develop tailored plans to help them achieve those objectives. You will provide protection reviews to all new mortgage enquiries and conduct annual reviews with existing clients. This is an office-based role, Monday to Friday.
Key Responsibilities
The key responsibilities of this role include:
- Providing protection reviews to all new mortgage enquiries
- Conducting annual reviews with existing clients to ensure their existing protection package is appropriate to their needs and circumstances
- Reneewing policies or winning back lapsed customers
Why Choose Us
We are a rapidly growing and successful Mortgage Brokerage based in South Lanarkshire, working in partnership with RECRUITMENTiQ to recruit Protection Advisers. Our company values its team members and provides opportunities for rapid career progression and salary increases.
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