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Protection Specialist

2 months ago

West Bromwich, Sandwell, United Kingdom Quilter Financial Planning Full time

**About Quilter Financial Planning**

Quilter Financial Planning is a leading provider of financial services, renowned for its commitment to excellence and customer satisfaction.

**Job Opportunity**

We are seeking a highly skilled and motivated Protection Adviser to join our team on a self-employed basis.

**Key Responsibilities**

As a Protection Adviser, you will be responsible for:

  • Providing high-quality and professional protection advice to clients.
  • Conducting thorough fact-finding to understand clients' current finances, needs, and future aspirations.
  • Embracing our company values and promoting them effectively to clients.
  • Staying up-to-date with industry developments and maintaining a high level of knowledge required for the role.
  • Delivering outstanding customer outcomes and ensuring client satisfaction.

**Requirements**

To be successful in this role, you will need:

  • CeMAP or relevant qualification.
  • A positive attitude and trustworthy ethos.
  • Excellent client-orientated skills and high customer service standards.
  • The ability to explain complex information clearly and simply.
  • Strong organizational skills and attention to detail.

**What We Offer**

We offer a dynamic and supportive work environment, opportunities for professional development, and a competitive compensation package.