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Protection Specialist

2 months ago

Truro, Cornwall, United Kingdom Quilter Financial Planning Full time

Harris Begley Financial Planning, a leading business within Quilter Financial Planning, is a renowned provider of mortgage, protection, and wealth advice services in the South West region.

To excel in this role, you will require qualifications, skills, and relevant experience, as outlined in the detailed description below.

This esteemed company has been in operation for over two decades, with offices in the South West, employing multiple financial planners, mortgage and protection advisers, and administrative support staff.

They are currently seeking an exceptional Protection Adviser to join their team on a permanent basis.

Your key responsibilities will include:

Providing high-quality, professional protection advice to clients.

Effectively conducting fact-finding to establish clients' current financial situations, needs, and future aspirations.

Embracing the company's values and promoting them effectively, in line with the brand's identity.

Completing regular professional development and maintaining the required level of knowledge for the role.

Ensuring outstanding customer outcomes are consistently achieved.

Key skills and qualifications required for this position include:

CeMAP or equivalent qualification.

A positive attitude and excellent teamwork skills.

Client-focused approach with high customer service skills and effective communication.

Ability to explain complex information in a clear and simple manner.

Ensuring timely and efficient completion of necessary documentation.

A minimum of 2-5 years of relevant experience.

Benefits of this role include:

Basic salary: £22,000 - £32,000, depending on experience, with an OTE of £40,000 - £60,000+.

Qualified referrals.

25 days of annual leave.

Pension scheme.

Death in Service benefit, equivalent to two times the annual salary.