Protection Advice Specialist

3 weeks ago


Bath, Bath and North East Somerset, United Kingdom London & Country Mortgages Full time
As a Protection Adviser at London & Country Mortgages, you will be working with customers to identify their insurance needs and provide them with tailored advice. This role requires excellent communication and interpersonal skills, as well as a strong understanding of financial services and regulations. You will work closely with customers to understand their concerns and provide them with personalized solutions. Your responsibilities will include advising on options such as Critical Illness Insurance, Income Protection and Life Insurance, documenting your findings and recommendations throughout the process. You will also be responsible for ensuring compliance with regulatory rules and guidance, as well as adhering to internal quality standards. This is a customer-facing advice role, and as such, you will be personally subject to the five FCA Conduct Rules. You will also be required to undergo training to ensure your integrity, competence, and financial soundness.

Key Skills and Qualifications

* Strong background in customer service, with excellent listening skills and empathy
* Real interest in money matters and motivation to deliver exceptional outcomes
* Organizational skills to make the most of bonus opportunities and contribute to the company's success
* Ability to work closely with customers to understand their needs and provide personalized advice and guidance
* Familiarity with financial services regulations and compliance requirements
* Proven ability to communicate complex information in a clear and concise manner

What We Offer

* Estimated salary of £20,000 - £25,000 per annum
* Comprehensive benefits package including in-depth induction program, professional certifications, and employee assistance schemes
* Customer-centric incentive scheme reflecting your efforts
* Access to employee benefits and support schemes

About the Company

London & Country Mortgages is a leading provider of financial services, with a reputation for excellence and customer satisfaction. Our commitment to creating an environment of respect and equity ensures that everyone has the opportunity to grow and succeed. We value our customers, but it's our employees who truly drive results. Join us to become part of a dynamic team that is dedicated to excellence in financial services.

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